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 is excited to celebrate it’s Annual Meeting & Community Leadership Awards on March 3, 2022. We will honor top business and community leaders and celebrate the success of the Chamber’s 2021 Board of Directors Chair, Stacey Metcalfe, Morven Park, and welcome in our 2022 Board.  View 2022 Finalists

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Chamber Classic

The 40th Annual Chamber Classic has been Loudoun County’s premier business golf tournament for nearly four decades. Held at The Club at Creighton Farms, 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 an Annual Chamber Classic sponsorship.

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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 in the Fall, date TBD.     View Photos / View 2021 Finalists & Winners

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Valor Awards

The Loudoun Chamber will honor our community’s real life heroes on April 1, 2022, including several truly heroic citizens, for their courageous, often lifesaving actions, at the 37th Annual Loudoun County Valor Awards. Loudoun’s top business and community leaders will join us for this proud Chamber tradition, and demonstrate their respect and appreciation for these dedicated public servants and their selfless acts of heroism and service.

 

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