When is the right time to buy, with Leila Harrington
March 10, 2012 10:00am-11:30am
Buying real estate is likely the largest purchase you will make in your life. Learn the questions you need to ask yourself, before buying a home. From quality of life, financial planning, family needs, career goals, and long term retirement planning, learn how buying real estate will impact your future.
Leila Harrington brings 15 years of experience in real estate consulting and remodeling project management to her clients. Her education and training as personal coach has refined her ability to assist clients in achieving their true needs and she enjoys bringing is valuable insight to her real estate clients. Leila is a licensed Realtor in DC, MD, and VA.
Financial Planning with Shannon McGreevy
March 17, 2012 10:00am-11:30am
Q& A to discuss long and short term planning with this expert in the field.
Shannon, VP of Wealth Management, began her career with Ferris Baker Watts where she spent five years before moving to Legg Mason. During her time with Legg Mason / Smith Barney / Morgan Stanley Smith Barney, she reached the Pacesetter’s Club for three consecutive years, and in addition, reached the President’s club in 1999. In August of 2009, Shannon and team moved to Janney Montgomery Scott, LLC.
Income Tax Basics & Strategies, with Ariana Young
March 24, 2012 10:00am-11:30am
Do you feel overwhelmed by your tax return? Are you having trouble meeting your short-term and long-term savings goals? This session is designed to allow you to ask the questions you always wanted to ask about preparing your tax return and designing a strategy to save money on your taxes while saving for the future. Topics discussed will include controlling income and expenses to avoid tax, real estate tax breaks, saving for your child’s education, retirement planning, avoiding the AMT (alternative minimum tax), as well as practical guidance on how to preserve and organize your tax information and when to seek out an accountant.
Ariana Young is a Certified Public Accountant who works for the Bethesda office of CBIZ MHM, the 8th largest accounting services provider in the U.S. Ariana has over ten years experience in accounting including tax preparation, audit, and accounting services for individuals, businesses, and government.
Choosing and Navigating Your Healthcare Benefits Programs, with Jessica Zeroual
March 31, 2012 10:00am-11:30am
Curious about how health insurance plans differ? Not sure you’re getting the most bang for your buck? Join us for this Q&A to learn from this expert.
Jessica Zeroual is a benefits professional who works for the DC office of the Building Service 32BJ Benefit Funds, a non-profit self-funded benefit fund providing health, retirement, legal and training benefits to over 100,000 building service workers up and down the east coast. Jessica has over ten years of experience in the benefits industry with her primary specialty being in health and welfare benefits. Jessica is passionate about assisting the general public in navigating the healthcare system. She is an active member of the International Foundation of Employee Benefit Plans.
Buying and Selling Rental Property in DC, with Claudia Vitale
April 14, 2012 10:00am-11:30am
Are you renting in DC and wondering if you could buy your apartment? Are you thinking about renting out your apartment in the future? Do you own a rental property in DC and are thinking of listing it for sale? Both tenants and landlords must understand the unique Tenant Opportunity to Purchase Act (“TOPA”) in DC. Attend this session and learn about TOPA and the right of first refusal to buy your home, and how to avoid being caught in a messy legal battle with your tenant if you fail to follow this law.
Claudia Vitale is an attorney and Partner with KVS Title, a boutique settlement company with offices in DC, MD and VA. She has 14 years of legal experience and has conducted thousands of real estate closings.
