Events

Please mark your calendar for Wednesday, September 17th, and plan to join us in serving our community! We will gather for the Laurence E. Richardson Day of Caring Kickoff Breakfast outside at Sentara Martha Jefferson Hospital (500 Martha Jefferson Drive) from 8:00-9:00am and then serve together at the Botanical Garden of the Piedmont (950 Melbourne Road) from9:00am-12:30pm.

To RSVP or if you have any questions, please reply to this email, or give us a call at (434) 296-6611. Please RSVP no later than Monday, September 8th.

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

• Managing tax benefits while supporting the causes that matter most to you
• Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
• Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
• Tax-related considerations when donating appreciated assets such as stock or real estate
• How charitable giving can align with your long-term planning objectives

Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

• Combining finances in relationships
• Managing divorce or remarriage
• Planning for education and major purchases
• Preparing for retirement and healthcare needs
• Caring for aging loved ones
• Creating a lasting legacy

Why it matters:
Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:
Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

We are delighted to present our online 2025 Client Appreciation Event! On Thursday, October 23rd from 7:00 to 8:00pm EST, we will host a wine and chocolate tasting event with Luca Paschina of Barboursville Vineyards and Tim Gearhart of Gearharts Fine Chocolates. We will welcome many new clients and honor those who referred them to us. Since this is a virtual event, you can participate wherever you are, and if you are going to be away from your home on the day of the event, don't worry! We can still ship you the goodies.

Luca is an award-winning wine maker who moved from Italy to central Virginia to establish Barboursville as one of the most celebrated vineyards in the region. He will join us from the Palladio restaurant terrace overlooking the vineyards, where you will be able to enjoy the sun setting over the historic Barboursville ruins.

Tim has been honored to serve his chocolate to heads of state of many countries. He has honed his craft of chocolate making and will share with us some of his favorites. (If you don't drink wine or would prefer twice as much chocolate instead of wine, let us know, and it can be a chocolate-lovers' tasting instead!)

Please let us know if you can join us on October 23rd. We’ll send you the wine and chocolate in advance, and then we’ll all have the pleasure of sipping and tasting with our friends, Luca and Tim. If you have any questions, feel free to reply to this email or give us a call at (434) 296-6611.

We hope to see you there!

Did you know that the Alzheimer's Association Walk to End Alzheimer's® is the world's largest fundraiser for Alzheimer's care, support and research? This inspiring event calls on participants of all ages and abilities to join the fight against the disease. Help us keep the momentum going - please mark your calendar for Sunday, October 26th at 1:00pm, and plan to join us at the Walk to End Alzheimer's Charlottesville!

To register for the walk or if you have any questions, please reply to this email, or give us a call at (434) 296-6611. Please register no later than Friday, October 10th.

We hope to see you there!

Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

The goal of the session is to help:

• Understand how our emotions and behaviors can impact investment decisions

• Instill healthy financial behaviors

• Focus on goals and not 24-hour news cycle

We are delighted to invite you to attend this year's Art Song Recital, featuring a variety of poetic, "Art Song" style pieces performed by up-and-coming vocal talent coached by Jeremy Thompson. After the recital, we kindly invite you to join us for light refreshments and an opportunity to meet and mingle with the performers as well as the Charlottesville Opera Board members and staff.