10 Common Financial Planning Pitfalls – May 5th

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Events

The Chamberlin Presents: 10 Common Financial Planning Pitfalls

Your Wealth, Your Plans

Thursday, May 5th
The Chesapeake Dining Room, The Chamberlin
From 2:00 to 3:00

PNC Wealth Management and Linda Landry will present “10 Common Financial Planning Pitfalls”

In an ever-changing financial landscape, keeping track of it all can be difficult. Tax laws are complex and change frequently. What worked for you and your family yesterday may not work tomorrow. Financial planning is a process that can help you target your goals by evaluating your available resources. There are a number of things that, left unchecked, can impede progress toward your goals, We will discuss ten common pitfalls in our next afternoon session and strategies to avoid them.

All are welcome, call 637-7203 with questions about the event.

Light Refreshments will be served.

About our Presenter
As a Senior Wealth Strategist, Linda Landry provides advice on complex estate and other wealth planning issues. She has a high level of technical experience in estate, tax and wealth planning issues. Linda works with a team of specialists in investment management, trust and banking services to help clients achieve their financial objectives.

Linda Landry joined PNC Wealth Management in May 2013. Prior to joining PNC Landry worked with BB&T in Louisville, KY and Norfolk, VA as a Financial Planning Strategist. She also has experience with SunTrust Bank in Virginia as a Regional Financial Planner and in the past, ran her own financial planning practice through American Express Financial Advisors.

Linda is a member of the Hampton Roads Estate Planning Council as well as an advisor for the Access College Foundation of the Batten Legacy Society Advisory Council.

Linda earned a bachelor’s in business administration with a concentration in finance from Pan American University (currently The University of Texas at Pan American).

She holds the Certified Financial Planner®, Accredited Estate Planner®, and Chartered Financial Consultant® designations.