Heritage Speaker Series 

ABout the Speaker Series

As a company dedicated to providing the greatest amount of knowledge and insight to our clients, we have developed the Heritage Speaker Series, exclusive Zoom-hosted presentations providing you a greater understanding of current economic activity, a market update and a highlight of changes to trust & estate laws.  Each presentation is designed to provide you clarity regarding today’s biggest economic & financial questions helping you “Manage Your Financial Future.”

Investing in a post-covid 19 world

 

Christopher Dillon, VP, CFA & Investment Strategist at T. Rowe Price examines the impact of COVID-19 on US and non-US companies, evaluate the risk of inflation and discuss the impact of money supply and COVID-19 stimulus on stock valuations.  Among the areas of focus are the impact in interest rates, bonds and stocks as well as the timing of the Federal Reserve action response.

Estate & Trust Law Update 

Chery Dorsey & Tom Sessa at Sessa & Dorsey, LLC review the reasons why you should have a trust even if you do not have an estate tax problem—Estate Planning 101.  Among the areas of focus are recent changes to trust & tax laws, the impact of changes on stretch IRA’s to be paid out in 10 years and review inherited IRA’s not creditor protected unless in a trust.

CRN-3601189-052021

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We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Puerto Rico.

Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin.

Heritage Financial Consultants

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033  F: 410-785-0044

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances. 

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

CRN-3083050-051220

Committed to your success.

© 2020 Heritage Financial Consultants, LLC