Loudoun Estate Planning Council Monthly Meeting with Gerry Gaeta

Loudoun Estate Planning Council Monthly Meeting with the speaker, Gerry Gaeta!

 

ABOUT THE PRESENTATION:
“Now or Never”: Estate Taxation and Wealth Transfer Planning

At this presentation, learn three reasons to consider wealth transfer now. Mr. Gaeta will also provide updates on some of the recent tax proposals to help financial agents and their clients stay as current as possible.

ABOUT THE PRESENTER:
Gerry joined City National Rochdale in 2020 with over 25 years of Estate,
Financial, and Business Succession Planning experience. Gerry also has
several years of private practice experience as an attorney specializing in
Estates and Trusts and Real Estate law. He is responsible for partnering
with financial advisors and their clients to deliver Comprehensive Wealth
Assessment (CWA) services that identify opportunities to enhance
financial well-being across investment planning, asset protection, and risk
management, income tax mitigation, philanthropy, and estate and legacy
planning.

Previously, Gerry was a Managing Director of Financial Planning for First
Republic Bank. In this role, he supported the advanced planning needs of
ultra-high net worth clients in Southern California. Prior to this, he held
several positions at New York Life including Advanced Planning Consultant
and Private Placement Life Specialist. He also founded the Estate and
Investment Planning Group at Midlantic Bank served as Head of Financial
Planning at Allstate Financial Services/Lincoln Benefit Life, and led the
Prudential Securities entry into the Trust Services business.

Gerry earned a B.S. in Physics and a B.A. in Psychology from Widener
University, a Master of Science in Financial Services (MSFS) from The
American College, and a J.D. from New York Law School.

 

Signature Events

Annual Meeting & Community Leadership Awards

The Loudoun Chamber will celebrate its 55th Annual Meeting & Community Leadership Awards on Friday, January 20, 2023 at The National Conference Center. We will honor top community leaders as well as celebrate the success of the 2022 Board of Directors Chair, Shawn Mitchell, owner of Modern Mechanical. We will also welcome in our 2023 Board and the new Chair Carol Barbe, owner of Backflow Technology.

The 2023 Community Leadership Award winners in each category will have the opportunity to select one nonprofit organization to receive a $1,000 grant, thanks to the generosity of the Community Foundation for Loudoun and Northern Fauquier Counties. *Cocktail attire, please

Learn More

Chamber Classic

On Monday, August 15, 2022, the 40th Annual Chamber Classic was held at The Club at Creighton Farms. This event has been Loudoun County’s premier business golf tournament for four decades. The Chamber Classic offers our sponsors tremendous marketing exposure, and an incomparable day of golf on this Jack Nicklaus designed course. If your company’s target market includes senior level executives and business owners who have a passion for the game of golf, we invite you to consider a 2023 Sponsorship. Stay tuned for more information and pricing.

Learn More

Small Business Awards

For 28 years, the Loudoun Small Business Awards have been the most prestigious honors celebrating the best small businesses, entrepreneurs and nonprofit organizations in our Loudoun community. We hope you will join us to congratulate finalists and winners in 9 categories, including the top prize, at the 2022 Small Business of the Year. Winners are announced in front of a live audience of Loudoun’s top business and community leaders. This event will take place on Friday, November 4th at the Westfields Marriott Washington Dulles.     View Photos / View 2021 Finalists & Winners

Learn More

Valor Awards

 

This Spring, the Chamber will honor the Loudoun Chamber will honor first responders, our community’s real-life heroes, and several truly heroic citizens, for their courageous, often lifesaving actions at the 38th Annual Loudoun County Valor Awards. Stay tuned for the 2023 event date!

Click to view the 2022 Event PhotosClick to view the 2022 Valor Awards Program Book

 

Learn More