UPCOMING EVENTS
We invite you to join us for “From Wealth to Legacy: The Approach Most Advisors Don't 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.
Seminar Dates
Please register for one of the following nights:
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.
Frequently Asked Questions
If you are unable to attend an in-person event, we are happy to connect with you individually. We can schedule a one-on-one meeting at our office or meet with you via Zoom, whichever is most convenient.
In addition, we host a library of virtual estate planning and financial planning presentations on our Webinars page. These recordings are available to watch at your convenience if you would like to learn more at your own pace.
Please email events@cassaday.com for more information.
L’Auberge Chez Francois
L'Auberge Chez Francois has a parking lot with ample free parking directly outside of the restaurant.
We purchase our mailing lists from a company that specializes in generating targeted lists for marketing purposes. These lists are comprised of individuals and families that are likely to be a fit for our firm based on a number of factors. The company does not reveal their exact methodology to us, but we have been assured that their data comes from sources that are legitimate and that their methods do not violate any privacy rules or regulations.
We kindly ask that you make your server aware of these allergies and/or dietary restrictions when they are taking your order the night-of.
All of the restaurants we partner with offer vegetarian options, and most can accommodate gluten and dairy-free requests.