End of Year Planning


Tuesday, November 9, 2021, 1:30pm – 3:00pm
Wednesday, November 10, 2021, 1:30pm – 3:00pm
You + 1 Guest
Reston Association: 12001 Sunrise Valley Dr, Reston, VA 20191

3 main things this class will cover:

  1. What opportunities exist before Dec. 31st to take advantage of the current tax code?
  2. General housekeeping items that must be taken care of by year-end
  3. What new tax legislation may be coming down the pike, the impact on you, and the new strategies we will employ with our clients.

Meet Your Host Evan Beach 

Evan is a CERTIFIED FINANCIAL PLANNER™ professional and the Director of Wealth Advisory at Campbell Wealth Management. His team is responsible for new-client financial planning and existing-client education.

A native of Bethesda, MD, Evan has spent almost his entire life in the capital region. He currently lives in Old Town, Alexandria, with his wife Ali, daughter Viv, and dog Tenley. Ali is a kindergarten teacher at St. Stephen’s & St. Agnes School in Alexandria and was an All-American field hockey goalie, helping the University of Maryland win three national titles. While not nearly as athletically gifted as his wife, Evan grew up playing competitive soccer and continues to play in adult leagues in the District.

At the age of 26, Evan earned his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning, becoming one of only 3.3% of CFP® practitioners in their twenties, as of May 31, 2015, as determined by the CFP® Board. He is a graduate of the University of Delaware, the College for Financial Planning and Georgetown University.

Evan is well-known in the industry for his experience in retirement income and tax planning as well as practice management. He is a contributing columnist for Kiplinger and the Journal of Financial Planning. Evan has conducted more than 500 live retirement planning sessions and currently serves as a special topics instructor at Texas Tech University’s undergraduate and graduate personal financial planning programs. Evan is a frequent contributor and has been published on Yahoo Finance, CNBC,,, Bloomberg, and U.S. News and World Report, among others.