Experience The Hunt Country Wealth Management Difference:

Hunt Country Wealth Management, Certified Financial Planner CFP® is an independent family-owned and operated Financial Planning firm located in Virginia’s beautiful horse & hound county. We offer a comprehensive offering of financial planning services to include Retirement Planning; Customized Investment Portfolios, and Strategic Financial Management.

Please Join Us for Our Grand Opening Celebration Week!

September 18- 22, 2017

Healthcare & Retirement Workshop

Please join us for our seminar workshop on Healthcare and your Retirement. Our presentation stresses the importance of addressing Medicare before you retire, provides an overview of what Medicare covers (and more importantly what it DOES NOT cover), and finally outlines a process you can use to estimate out of pocket expenses.

12:00/Noon Session open to CPA Professionals & Pre-Retiree Individuals Who Have Not Yet Enrolled in Medicare.

5:30PM Session is for Pre-Retiree Individuals Who Have Not Yet Enrolled in Medicare.

We hope to see you there!

Refreshments will be provided. A portion of the cost will be paid for by Fidelity.

Eventbrite E-RSVP Link: https://www.eventbrite.com/e/healthcare-retirement-workshop-tickets-37040184188

Financial Guidance for Widows Workshop

Moving Forward on Your Own– A Seminar for Widows & Friends.

A spouse’s death is possibly one of the most devastating events one can experience. On top of the immense grief one feels, many also feel the overwhelming burden of “what to do next.”

This workshop discusses the impact of grief and emotions, the 3 Stages of Widowhood, and how to avoid common mistakes as you plan your next steps. Workshop is good for recent widows, and couples wishing to have a surviving spouse financial plan. Covered topics include Wills & Trusts, accessing information, beneficiary updates, and compiling securities information.

You have loved. You have lost. You can move forward on your own… but not alone.

Sessions available at 2:00PM & 5:30PM.

Refreshments will be provided. A portion of the cost will be paid for by Protective Life.

Eventbrite E-RSVP Link: https://www.eventbrite.com/e/financial-guidance-for-widows-workshop-tickets-37041209254

7 Risks in the Retirement Red Zone Workshop

Welcome to our workshop on 7 Risks in The Retirement Red Zone: Understanding Today’s Retirement Income Challenges. Our course will cover Retirement Income: Yesterday & Today, Challenges to Your Retirement Income, and Managing Those Challenges.

Topics Included:

  • Rising Costs of Healthcare
  • Longevity Risks: Are You Taking Too Much Out of Your Retirement Investments Each Year?
  • RMDs (Required Minimum Distributions)
  • Covering Essential Expenses

Refreshments will be provided. A portion of the cost will be paid for by Prudential.

9:30am- General Session for Individuals Planning for/or Recently Retired.

12:00/Noon- Course offered for CPAs for CE credits only.

Refreshments will be provided. A portion of the cost will be paid for by Prudential.

We hope to see you there!

Eventbrite E-RSVP Link: https://www.eventbrite.com/e/understanding-todays-retirement-income-challenges-workshop-tickets-37048279401

Yoga: Say “Om” to Financial Health

The first step to reducing financial stress through yoga is surrender.  When feeling financial stress, we often don’t give ourselves the permission to be ok with where we are now, and who we are now.  We often feel obligated to keep moving forward until we have solved the problem.

Opening yourself to expansion by capturing the feelings of financial stress through physical movement and mindfulness can lead you on a path to create the thoughts and the emotions needed to further your financial success.

Join our RYT Certified Instructor as we say “om” to financial health. Class is Free.

Eventbrite E-RSVP Link: https://www.eventbrite.com/e/yoga-say-om-to-financial-health-tickets-37048000567

Please join us for our GRAND OPENING RIBBON CUTTING Party. Hosted by the Top of Virginia Regional Chamber & Hunt Country Wealth Management. Enjoy an evening of food and fun. Event catered by The Chef’s Market.

Time: 4:00PM-7:30PM

Location: Old Town Walking Mall: 46 South Loudoun St, Winchester VA 22601

We hope to see you soon!

Do You Want a Clear Plan For Retirement?

Let Hunt Country Wealth Management help you build confidence and clarity around your retirement with our unique process
The Retirement Navigator™. Work with us to follow these four steps:

1. The Focus Builder
2. The Future Snapshot
3. The Results Maximizer
4. The Step-By-Step Gameplan.

Let’s Get Started Today.

How Can We Help You Achieve Your Financial Goals?

Contact Us Today.