Events Search and Views Navigation
October 2019
Trust Talk Tuesday – October 29
These group discussions will focus on Special Needs Trusts. Tia Marsili, Director of Trusts, The Arc of Northern Virginia, will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs that you should consider. Please register here.
Find out more »Meet Our Trustee – Key Private Bank (morning session)
Families and individuals have the opportunity to meet our Trustee, Key Private Bank. Come and learn more about The Arc of Northern Virginia Trust Team’s partnership with Key Private Bank. It doesn’t matter whether you are a current trust client or if you are interested in our trust program. All are welcome. We will discuss trust administration, investments, executing wills, etc. Presenters: Cindy McDonald, Vincent Miles, & Peter Morici - Key Private Bank RSVP is required by October 28, 2019.…
Find out more »Meet Our Trustee – Key Private Bank (evening session)
Families and individuals have the opportunity to meet our Trustee, Key Private Bank. Come and learn more about The Arc of Northern Virginia Trust Team’s partnership with Key Private Bank. It doesn’t matter whether you are a current trust client or if you are interested in our trust program. All are welcome. We will discuss trust administration, investments, executing wills, etc. Presenters: Cindy McDonald, Vincent Miles, & Peter Morici - Key Private Bank RSVP is required by October 28, 2019.…
Find out more »November 2019
FFFP: Ask an Expert – Real Estate, Housing Options, and Special Needs Trusts
Presenters: Key Private Bank (Trustee) - Cindy McDonald, Vincent Miles, & Peter Morici DBHDS - Jeanne Cummins VHDA Business Development Officer - Regina Pinkney Please join us in welcoming our distinguished panel of presenters. Key Private Bank representatives: Cynthia J McDonald, National Director of Philanthropy, Vincent Miles, CWS®, Vice President & Relationship Manager, & Peter Morici, CFP®, CPA,& Sr. Vice President, Portfolio Strategist Jeannie Cummins Eisenhour, Senior Integrated Community Options Specialist at DBHDS Region Regina Pinkney, Business Development Officer -…
Find out more »Trust Talk Tuesday – November 12
These group discussions will focus on Special Needs Trusts. Tia Marsili, Director of Trusts, The Arc of Northern Virginia, will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs that you should consider. Please register here.
Find out more »