Welcome to our newest team members!

 

Financial Planning Webinar Pt 2: COVID-19 and Your Money Futures

On June 17th, PenFed Wealth Management hosted part 2 of their Financial Planning webinar series for agents. Special guest Nick Defenthaler, a nationally recognized financial planner from the Center for Financial Planning, provided his expert advise on how to successfully navigate the complexities of the financial market during COVID-19. Nick spoke about developing a financialContinue Reading

ICYMI: Do’s an Don’ts to Avoid Identity Theft (webinar)

ICYMI: Do’s an Don’ts to Avoid Identity Theft (webinar)

Berkshire Hathaway HomeServices PenFed Realty, in partnership with PenFed Wealth Management, held a webinar on May 12 to discuss the  increase of scams, fraud and attempted theft during the COVID-19 crisis. In this free, 60-minute minute webinar, identity theft expert Robert Siciliano discussed how to defend yourself and your loved ones from fraud. With moderator MatthewContinue Reading

ICYMI: Financial Planning Webinar for Real Estate Agents

Berkshire Hathaway HomeServices PenFed Realty, in partnership with PenFed Wealth Management, held a webinar on April 17 and April 22 that discussed ways to help real estate professionals prepare and protect their personal and business finances against potential impacts of Covid-19. In this free, 60-minute webinar that was open to all real estate agents, Matthew DoyalContinue Reading

Welcome to our newest team members!