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Breakfast Seminar, 2-CPE
Willow Oaks Country Club
6228 Forest Hill Avenue
Richmond, VA 23225
Part 1 =
Death and Taxes… the Only Certainties in Life?
Are you interested in paying less tax today and from your estate? Have you heard that what
might be tax-efficient for you is not necessarily true for your heirs? How you handle your tax &
estate planning becomes part of your legacy. Join us to learn strategies that address these and
other important tax & estate planning concerns.
Part 2 = The Psychology of Smart Investing
We are hard-wired to be poor investors… emotional beings who tend to avoid pain and seek
pleasure. Being aware of our innate biases and tendencies is an important step toward avoiding
them. Gain deeper insight into the world of investing and learn how to avoid common mistakes
by joining us to discuss these and other issues in our open-dialogue / Q&A format. No
investment experience necessary!
7:30AM – Registration
7:45AM – Breakfast
8AM -10AM – Announcements and Speaker presentation
Registration ends Monday February 17. Register soon, space is limited
James E. Davidson Jr., CFP®, AIF®
Vice President- Investments
Davenport & Company, LLC
As a Certified Financial PlannerTM practitioner and Accredited Investment Fiduciary, Mr. Davidson provides financial guidance for individuals and families throughout important life events, including: funding college education, navigating career & family-life changes, preparing for retirement and estate settlement.
In addition, he works closely with small business owners, 501(c)(3) organizations, foundations and endowment funds in the areas of portfolio & risk management, designing and managing qualified retirement plans, key-person insurance solutions and succession planning.
With over 13 years of industry experience, Mr. Davidson is Series 7, 63 and 66 registered with the Financial Industry Regulatory Authority (FINRA), is licensed to provide insurance and annuities, completed all course work required to earn the Certified Financial Planner™ designation in 2006, and obtained the Accredited Investment Fiduciary designation in 2012.