Network of Professional Advisors
The George Washington University's Network of Professional Advisors brings together estate planning attorneys, financial advisors, accountants, and other philanthropic advisors with GW ties.
This network provides opportunities to establish and grow relationships with other professional advisors and join an online listing of GW-affiliated advisors accessible to 300,000 GW alumni worldwide.
Our events will provide a platform to build community, hear from top GW scholars, learn about trends in philanthropy, and share ideas for enhancing your practice through effectively supporting your clients' philanthropic desires.
Here at GW, we recognize the important work performed by professional advisors in helping clients fulfill their goals and dreams, both personal and philanthropic. We welcome you to join a growing community of professional advisors that GW wishes to support now and in the future.
Register Now: What Women Want with their Money in Retirement
The GW Network of Professional Advisors invites you to attend What Women Want with their Money in Retirement, a virtual event featuring a panel discussion with:
- Carrie Schwab-Pomerantz | Charles Schwab Foundation, Charles Schwab & Co, Schwab Charitable
- Annamaria Lusardi | The George Washington University, Global Financial Literacy Excellence Center (GFLEC)
- Erin Hogan | Bank of America Private Bank
- Moderated by: Candi Kaplan | Kaplan Financial Group, Kaplan Benefits Group
As women approach or are in retirement, they may experience some level of anxiety regarding their future financial security. Our expert panelists will discuss: the relationship between financial literacy and financial confidence, financial planning tips for women facing their retirement, and how women may incorporate philanthropy into their financial and legacy planning. This discussion, geared toward professional advisors and GW alumni and friends nearing retirement, will help empower women to become more confident with their financial and legacy planning in their golden years.
What Women Want with their Money in Retirement
Thursday, June 24
Online via Zoom
This event will take place over Zoom. Please register your attendance in advance. A link to access the event will be sent to all registered guests prior to the event.
If you would like additional information on this event, please contact Louisa Sizemore at email@example.com or 877-498-7590.
Looking to Connect with a Professional Advisor?
Find an Estate Planning Attorney, Financial Advisor, or CPA in your area, below.
|Name||City||State||Type of Professional Advisor||Job Title||Company|
|John Dedon, Esq.||Fairfax||VA||Estate Planning Attorney||Of Counsel||Cameron/McEvoy, PLLCfirstname.lastname@example.org|
|Jason Blank||Fort Lauderdale||FL||Estate Planning Attorney||Partner||Haber Blank, LLPemail@example.com|
|Reynolds T. Cafferata||Los Angeles||CA||Estate Planning Attorney||Partner||Rodriguez, Horii, Choi & Cafferata, LLPfirstname.lastname@example.org|
|Laura V. Farthing Berthiaume||Rockville||MD||Estate Planning Attorney||Partner||Farthing & Farthing PCemail@example.com|
|John M. Lynham Jr.||Washington||DC||Estate Planning Attorney||Of Counsel||Foley & Lardner LLPfirstname.lastname@example.org|
|Elizabeth Victoria Noël, Esq.||Silver Spring||MD||Estate Planning Attorney||Attorney, Associate Broker||Noël Law Firm LLCemail@example.com|
|Mil Parekh, CFP®, CPWA®||McLean||VA||Financial Advisor||Senior Vice President
Portfolio Management Director
Family Wealth Advisor
|The BMP Group at Morgan Stanleyfirstname.lastname@example.org|
|Michael P. Egan, CFP®||Vienna||VA||Financial Advisor||Financial Planner
|Egan, Berger & Weiner, LLCemail@example.com|
|Ellen Tillman CLU®, CHFC®, MBA||Bethesda||MD||Financial Advisor||Financial Advisor||Ellen Tillman & Companyfirstname.lastname@example.org|
|Roy A. Schoenfeld, CRPC®||Manalapan||NJ||Financial Advisor||Private Wealth Advisor
Investment Advisor Representative
|Lincoln Financial Advisors||Roy.Schoenfeld@lfg.com|
|W. Thomas Curtis, EA, CFP™||Gaithersburg||MD||Financial Advisor||Tax Partner||FSP & Associates, LLC||Tom.email@example.com|
|Brandon Hines||Washington||DC||Financial Advisor||Financial Advisor
First Vice President
|The Monument Group at Wells Fargo Advisorsfirstname.lastname@example.org|
|Candace G. Kaplan, CFP®, RHU, ChFC®||Rockville||MD||Financial Advisor||Founder and Senior Partner||Kaplan Financial Group, LLC | Kaplan Benefits Group, LLCemail@example.com|
|Marc Q. Broderick||McLean||VA||Financial Advisor||Senior Vice President
Private Client Advisor
|Bank of America Private Bank||Marc.firstname.lastname@example.org|
|Brett J. Ciarelli||West Conshohocken||PA||Financial Advisor||Executive Financial Services Director
Senior Vice President
Private Wealth Advisor
|Morgan Stanley Private Wealth Management||Brett.Ciarelli@morganstanleypwm.com|
|Val Volkau||Washington||DC||Financial Advisor||Wealth Management Advisor||TIAA | Individual Advisory Servicesemail@example.com|
|Scott Justin Borow, AWMA®||Garden City||NY||Financial Advisor||Wealth Management Advisor||Northwestern Mutualfirstname.lastname@example.org|