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Campbell Wealth Management

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Events

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Campbell Wealth Management has been servicing residents of Northern Virginia for over 25 years. Every year we enjoy teaching the general public and have taught hundreds of seminars, classes and workshops on retirement planning, estate planning, investment management, and life planning. We have taught thousands of baby boomers how to enjoy their retirement. Join us for an upcoming workshop, seminar, class, or webinar to learn more about how to make the most of your retirement.

Campbell Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.

The Markets – Webinar – Tues., Jan. 26 at 1:30 PM

2020 in the Rearview. 2021 Through the Windshield.

  • During this FREE webinar, your instructors will explore the themes that defined 2020 and how Campbell Wealth as a firm handled the historic volatility. They will then look forward and give insight on what could shape the markets in 2021. After a brief presentation we will open it up to a Q&A. Feel free to submit your questions ahead of time, when you register. This webinar is especially for those unfamiliar with Campbell Wealth, as we will go into detail about who we are, what we do, & our process.

InstructorKelly Campbell & Evan Beach
DateJanuary 26, 2021
Time1:30 pm
LocationOnline - Webinar
Register Now

Taxes in Retirement – Webinar – Wed., Jan. 27 at 11:00 AM

Discover the facts about the Tax Cuts & Jobs Act and Your Retirement

  • Understand the official new tax reform rules and their impact on your retirement.
  • Discover the key highlights of the new SECURE Act & the CARES Act.
  • Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for lower retirement taxes!
  • Ways to potentially protect yourself against volatile market conditions.

InstructorKelly Campbell
DateJanuary 27, 2021
Time11:00 am
LocationOnline - Webinar
Register Now

Taxes in Retirement – Webinar – Thurs., Jan. 28 at 11:00 AM

Discover the facts about the Tax Cuts & Jobs Act and Your Retirement

  • Understand the official new tax reform rules and their impact on your retirement.
  • Discover the key highlights of the new SECURE Act & the CARES Act.
  • Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for lower retirement taxes!
  • Ways to potentially protect yourself against volatile market conditions.

InstructorKelly Campbell
DateJanuary 28, 2021
Time11:00 am
LocationOnline - Webinar
Register Now

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Campbell Wealth Management

330 John Carlyle Street, Suite 400
Alexandria, Virginia 22314
(703) 782-5058
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The Registered Investment Advisor, Campbell Wealth Management is registered in VA, MD, DC, NH, NY, FL & TX All Contents © 2020 Campbell Wealth Management, Inc. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities.

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