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Event Details

    Business and Personal Financial Planning - What HR Professionals Need To Know

    Date: March 5, 2020, 7:30am
    Organizer:
    Megan Hollywood
    Location:
    NEW MEETING LOCATION WILL BE AT:  

    Jackson Lewis P.C. - 10701 Parkridge Blvd Suite 300, Reston, VA 20191. 

    (Please note parking will be in front of the building, there is no cost for parking).
    Price:
    Free for Members; $10 for non-members (this will be applied to those that choose to join Dulles SHRM as a member)
    Event Type:
    Discussion Group Meeting
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    Business and Personal Financial Planning - What HR Professionals Need To Know

    Please join us for our March Dulles Discussion Group.  For this session we will have a panelist representing financial planning field questions and discuss important aspects of financial planning.

    In this session, we will explore the following topics and more:

    • The Secure Act - Impact to 401k Plans
    • Financial Resources to help Business Professionals in Human Resources
    • Financial Planning for Personal Use
      • Each Generation Has Different Items to Consider…
      • When The Unexpected Happens Are You Ready?

    Registration:  (Limited to 25 seats)
    Please register for this session via this link: 

    https://dulles.shrm.org/events/2020/03/business-and-personal-financial-planning-what-professionals

    You will receive a SHRM Certificate for attending

    Discussion Hosted By:

    • Megan Hollywood – VP Human Resources at Objective Interface Systems, Inc.

    Contact Information – mhollywood2049@gmail.com | 732-742-3476 (cell)

    • Bryan Clickener – Producer at Arkin Youngentob a Division of Risk Strategies

    Contact Information – bclickener@ayallc.com (571) 918-1917 cell

    megan@clarkfinancialplanning.com  |  703-796-0957

    • Panelist – Neal Sereboff, Advisor at Life Coaching Fiduciary Advisors LLC

    neals@lcfadvisors.com  |  443-768-8244

    Date and Time:

    Thursday, March 5, 2020 at 7:30 a.m. – 9:00 a.m.

    • 7:30 a.m. Networking and Breakfast
    • 7:45 a.m. Introductions
    • 8:00 a.m. Discussion with Dulles SHRM Chair, Presenter and Attendees begin

    NEW MEETING LOCATION WILL BE AT:  

    Jackson Lewis P.C. - 10701 Parkridge Blvd Suite 300, Reston, VA 20191. 

    (Please note parking will be in front of the building, there is no cost for parking).

    Biography:

    Megan Clark is the CEO and a Wealth Manager at Clark Financial Solutions in Reston VA. Megan is a graduate of the University of Virginia.  She grew up learning about the business along side her father Rick and fell in the love with the fact that clients truly are the boss. Together they built a successful business.  When Rick (founder of the business) decided to “retire”, he knew Clark Financial Solutions would be in good hands.  The current day success of the business has been driven by Megan’s passion to help others and her leadership business model recognizing that fulfilling each client’s needs is important.

    Megan is a Retirement Income Certified Professional.  She was born and raised locally, and currently lives in Reston with her husband James. When she's not helping people create a Brighter Financial Future, she is either playing with their new puppy Chloe, or spending time staying fit or volunteering with local organizations. 

    Neal Sereboff chose his career in the financial services after leaving the Telecom industry. He wanted to find something he was passionate about, and that ended up being helping families with their wealth management needs. Today, as the President of LCF Financial, he dedicates his time to giving his clients the advice—and the retirement strategies—that they deserve.

    Neal completed a Bachelor of Science in Mechanical Engineering and in Agricultural Engineering at the University of Maryland, College Park. He completed his M.B.A. at Johns Hopkins. In addition, he’s a Certified Retirement Counselor and a Certified Financial Fiduciary.

    When he’s not at work, he likes to spend his time with friends and family, including his wife, Terry, who works with him at LCF. He also loves to go fishing.  

     

    Please join us for this lively discussion. You are welcome to extend an invitation to interested colleagues.  No fee is charged for attending.  However, registration is required on-line, at least 24 hours in advance, via the Dulles SHRM web site (www.dullesshrm.org) -- Chapter Discussion Groups. If you have questions, contact Megan Hollywood at 732-742-3476. Participation may be limited to the first 25 people who sign up.