UPCOMING EVENTS

We invite you to join us for “From Wealth to Legacy: The Approach Most Advisors Cannot Offer,” an educational seminar hosted by Cassaday & Company, Inc. in collaboration with our estate planning partner, JM Law, PLLC. At Cassaday, we are passionate about delivering objective financial guidance rooted in honesty, integrity, and excellence to individuals and families with $1 million or more in investable assets.

Most families have an estate plan. Very few have one that's coordinated with their investments, tax strategy, and insurance coverage. During this complimentary dinner seminar, we will explore what changes when every part of your financial life is connected - from estate planning and tax strategy to investment management and retirement readiness.

Through real-world case studies, you'll see how integrated planning helps families preserve wealth, minimize unnecessary taxes, protect against life's unexpected transitions, and ensure their legacy is carried out as intended. We hope you will join us for an evening of meaningful conversation at one of the Washington, D.C. area’s premier restaurants.

Should your preferred night be full, you are welcome to fill out our waitlist request form. 

If you are interested in the content but unable to attend in person, we would be happy to schedule a one-on-one conversation to discuss your planning needs. Should you have any questions or would like to set up a complimentary consultation, please feel free to reach out to our team at events@cassaday.com for more information.

Please note that this presentation is intended for adults ages 18+. We reserve the right to cancel your reservation for any reason.