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Centurion Wealth’s Wendy Payne CEP®, CDFA® Presents to Women’s Club of Greater Reston

27 Oct Centurion Wealth’s Wendy Payne CEP®, CDFA® Presents to Women’s Club of Greater Reston

Posted at 14:30h in In the News by
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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.

Wendy Payne CEP®, CDFA®  pictured presenting to the Women’s Club of Greater Reston on Celebrity Estate Planning Mistakes 10.20.22

Prior to Wendy’s 23-year tenure in the wealth management industry, she served as a caregiver to the elderly and to disabled adults. It was during this time that she witnessed the drastic difference that proper financial planning and preparation can often make.
It was then too that she discovered how imperative it was to have a trusted advisor leading the way through the growing complexities of today’s financial world.

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 info@centurionwealth.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 info@centurionwealth.com. Advisory services offered through Centurion Wealth Management, LLC a registered investment adviser. Securities offered through Spire Securities, LLC member FINRA/SIPC.

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