27 Oct Centurion Wealth’s Wendy Payne CEP®, CDFA® Presents to Women’s Club of Greater Reston
Centurion Wealth Management, cofounder Wendy Payne CEP®, CDFA® recently presented to the Women’s Club of Greater Reston on October 20th, 2023. In her remarks, Wendy shared high-profile celebrity estate planning mistakes to educate and empower the women in attendance. This interactive presentation allowed guests to digest sometimes complex legal information through Wendy’s engaging storytelling, ultimately so they can avoid these common errors when conducting their own estate planning.
Centurion Wealth Advisors work closely with Estate Planning Attorneys to coordinate many of the often-complex planning documents like Wills, Trusts, beneficiary designations, state-by-state tax laws, charitable contributions, and any additional estate planning work as part of their comprehensive financial plan. For decades, Wendy has worked with newly independent women; specifically widows, divorcees and other empowered women to build their personalized financial plans.
Wendy is a Certified Estate Planner, CEP®, Certified Divorce Financial Analyst, CDFA®, Wealth Management Advisor, and Life Stage Transition Specialist and is currently onboarding new clients. If you would like Wendy to present this to your organization or have further questions about Centurion Wealth’s services, please reach out to email@example.com for more information or email Wendy directly at Wpayne@centurionwealth.com
All of information presented here is educational in nature and does not constitute financial advice. Please consult with your own financial professional before making financial decisions. To meet with a Centurion Wealth Advisor, please email firstname.lastname@example.org. Advisory services offered through Centurion Wealth Management, LLC a registered investment adviser. Securities offered through Spire Securities, LLC member FINRA/SIPC.
Sorry, the comment form is closed at this time.