You’re invited to join us for an educational client event.
Don’t have an estate plan yet? That’s an even better reason to join us.
Entandem Wealth Advisors &Partners and Allianz invite you to an educational dinner and discussion about planning for the people and causes that matter most to you.
In recognition of National Estate Planning Week, we’ll discuss when to create or update an estate plan, the roles of wills and trusts, and considerations for transferring wealth to the next generation.
Enjoy an exquisite complimentary dinner in the stunning Waterfall Room at 2941 Restaurant while taking part in an engaging, interactive discussion on wills, trusts and modern legacy design.
Event Details
Thursday, October 22 | 5:30 PM – 8:30 PM
The Waterfall Room at 2941 Restaurant | 2941 Fairview Park Dr, Falls Church, VA 22042
Featured speaker: Martha Leary Sotelo, Esq. | Principal, Vaughan, Fincher & Sotelo, P.C.
Martha has more than three decades of experience in estate planning and administration in Virginia, Maryland, and Washington, D.C. She is a Fellow of the American College of Trust and Estate Counsel and a former Chair of the Virginia State Bar’s Trusts and Estates Section.
Consistently recognized among the top trust and estate attorneys by Washingtonian, Northern Virginia Magazine, and Best Lawyers in America, Martha offers rare clarity and strategic guidance to help families navigate complex wealth preservation with confidence.
This event is educational in nature and no vendor specific products will be discussed. This event is sponsored and financially supported by Allianz.
RSVP
Estate planning is better tackled together. We encourage you to bring a guest—a friend, colleague, or family member—who would benefit from this valuable discussion.
Space in the Waterfall Room is limited to ensure an intimate, high-value experience.
Please confirm your attendance by October 12
Hosted by:
Entandem Wealth Advisors &Partners | Allianz
