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Managing Finances in Case of Incapacity

Wednesday, January 22, 2020 @ 4:00 pm - 6:00 pm

| Free

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Please join Financial Advisors, Cynthia Keith and Kevin Henry of Oppenheimer & Co. at Iona on January 22, 2019, for a comprehensive overview of the primary aspects of Financial and Estate Planning.

Key areas  will include:

  • Important Documents
  • Managing Income Sources
  • Investment Principles
  • Wills and Probate
  • Tax Considerations
  • Lifetime Gifting & Trusts

When: Wednesday, January 22, 2020, from 4:00 PM – 6:00 PM.

Where: Iona Senior Services, 4125 Albemarle Street NW, Washington, D.C. 20016

Cost: Free.

Registration: Space is limited! Register below.


About the presenters

Cynthia L. Keith has been in the investment management industry since 1980 and joined Oppenheimer & Co. Inc. in August 2008. Prior to joining Oppenheimer, she served as Vice President, Loomis IXIS Investment Counseling Group, an affiliate of Loomis Sayles & Co, as a portfolio manager as well as the chair of the Fixed Income Committee and a member of the Equity Committee.

As a Senior Portfolio Manager of Oppenheimer’s OMEGA Group,* Ms. Keith is responsible for the portfolio management of a select group of clients, including non-profit institutions and high-net-worth individuals. Ms. Keith holds the Chartered Financial Analyst designation from the CFA Institute and has been a past president both of the Washington Society of Investment Analysts (CFA Institute in Washington) as well as the Washington Association of Money Managers.

She holds a BA from the University of Maryland and an MBA from the Robert H. Smith School of Business at the University of Maryland. She is a frequent guest lecturer there and at other Washington, DC area universities. Cynthia lives just outside Washington, DC in Bethesda, Maryland. A musician by training, she is active in various musical groups in the area and enjoys traveling to remote areas across the country in pursuit of her photography hobby.

Kevin T. Henry, who has worked in the financial services industry since 2008, joined Oppenheimer & Co. Inc. full time in June 2016 as an Associate Financial Advisor. As an Associate Financial Advisor, Mr. Henry’s focus is on overseeing portfolios of a select group of clients, including high net worth individuals and non-profit institutions. Since joining Oppenheimer Mr. Henry has made education and promoting financial literacy a cornerstone of his business. Mr. Henry regularly serves as a guest speaker or host of financial seminars for groups varying from beginning investors to pre-retirees.

Before Mr. Henry joined Oppenheimer, he worked at PNC Financial Services, first as a personal banker and subsequently as an investment advisor. He earned a Bachelor’s of Science degree from Howard University and a Master’s of Business Administration degree from the University of Maryland. He was also a participant in Oppenheimer’s Summer Internship Program in 2015.

As a new homeowner in Washington, DC, Mr. Henry spends much of his leisure time on renovation projects, or catching a local sporting or music event. He is an active member of the National Black MBA Association and the Alumni Clubs of both Howard University and the University of Maryland.

Details

Date:
Wednesday, January 22, 2020
Time:
4:00 pm - 6:00 pm
Cost:
Free
Event Category:

Organizer

Lena Frumin
Phone:
202-895-9485
Email:
community@iona.org

Venue

Iona Senior Services
4125 Albemarle St
Washington, DC 20016-2105 United States
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