Author Archives: Karmela Lejarde

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 financial plan in the way most think about building a new home:

  • Pouring a foundation
    • Cash flow evaluation, emergency funds, estate planning
  • Framing the house
    • 401k investment and retirement income planning
  • Furnishing and decorating the house
    • Remaining focused and positive during times of uncertainty

Nick explained pro tips including a helpful budgeting rule, comparing your current financial statements with pre-COVID statements, taking advantage of low interest rates and being proactive with your bank and credit card companies.

You can see the full recording of the webinar below:

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

Company Postpones 2020 Sales Rally & Awards

FOR IMMEDIATE RELEASE ALEXANDRIA, VA, March 12, 2020—Berkshire Hathaway HomeServices PenFed Realty today announced that it will postpone its 2020 Sales Rally and Awards event, scheduled to take place on March 25, 2020 at the MGM National Harbor, in response to coronavirus concerns. The company plans to reschedule the event at a later date whenContinue Reading

Berkshire Hathaway HomeServices PenFed Realty Announces the Promotion of Debbie Dwyer

  September 30, 2019, Alexandria, Va.—Berkshire Hathaway HomeServices PenFed Realty, one of the country’s fastest-growing real estate brokerages, today announced the promotion of Federal Hill, Pikesville and Roland Park office manager Debbie Dwyer to branch vice president. “Overseeing three offices and its sales professionals is a big responsibility, but one that Debbie has performed withContinue Reading