Emerging Professionals: Adulting and the Other "F Word"
As 2023 comes to an end, join leaders from the Emerging Professionals Council for a night of networking and discussing taxes, investments, real estate, and how to set yourself up for success in 2024. During this panel discussion, you will hear from a Certified Public Accountant, a Certified Financial Planner, and a local realtor. Our speakers will address hot button personal finance questions, such as:
What can you do before the end of the year to help with your taxes?
General tax strategies for 2024
How should you balance saving versus paying off debt?
How to invest for retirement?
Can I afford to buy a home?
Is now a good time to buy a home in this area?
This is an interactive discussion, but speakers will be available afterwards as well to answer one on one questions you may not want to ask in front of the group.
We hope that you can join us to learn about these important topics and network with your peers!
About Our Speakers:
Christina Nedic, CPA Tax Manager at CST Group, CPAs, PC
Her area of expertise includes providing a wide range of tax and business services to clients ranging from small businesses and individuals to multi-million dollar government contractors and construction companies. She specializes in preparing and reviewing tax returns and assist with tax planning and projections. Christina holds a Bachelor of Science degree in Accounting from the Virginia Commonwealth University.
Kelly McNerney, CFP (Moderator)
Principal, Cerity Partners
Kelly excels at building strong client relationships, and as a Financial Advisor she is responsible for actively managing client portfolios, developing investment strategy decisions, and supervising Associate Advisors. She also manages FJY?s highly successful internship program and is responsible for recruiting, training, and mentoring two students every summer. Kelly is a cum laude graduate of William Paterson University.
Jamie Richards Realtor, Century 21 Redwood Realty Jamie Richards is a full-time realtor specializing in Northern Virginia with a passion for helping people achieve their homeownership dreams. Jamie's deep roots in the community began in Reston, Virginia, where she grew up and attended local schools, gaining an intimate understanding of the area's neighborhoods, schools, and unique charm. This Northern Virginia heritage is a valuable asset in her real estate career.
Ryan Sullivan, CFP Financial Planning Associate, Potomac Financial With over four years of experience, Ryan provides support through the full scope of client relations. From the initial development of the financial plan to ongoing reviews, he works closely with clients to help develop, implement, monitor, and reassess their plan to align with the individual?s financial goals and objectives. Ryan holds the CERTIFIED FINANCIAL PLANNER? (CFP®) designation and the FINRA Registrations Series 7 and Series 66 (through Commonwealth Financial Network®), as well as Life and Health Insurance licenses.
Emerging Professionals: Adulting and ...
Date and Time
Wednesday Nov 15, 2023 5:30 PM - 7:30 PM EST
Greater Reston Chamber of Commerce
1886 Metro Center Drive, Suite 150
Reston, VA 20190
$25 for Members $35 for Future Members/Guests
An additional $10 at the door.
Online registration will close at 12:00 PM on November 15