Speakers and Topics

Bryan Beatty's Speaking Topics

Financial Planning: Retirement

  • 5 Ways to Save for a Happy Retirement
  • Don’t Let Working for Yourself and Saving for Retirement Be a Non Sequitur
  • Savvy Social Security Planning for Boomers
  • Financial Strategies for Successful Retirement
  • Roth Strategies for Boomers

Inkandescent Speakers Bureau

Bryan Beatty: Financial Planner, CFP®

Bryan Beatty

Bryan Beatty, CFP® is a partner at the Northern Virginia firm Egan, Berger & Weiner, LLC.

With more than 20 years of experience in the financial industry, he is a principal of this independent financial services firm, which is experienced in all aspects of investment and retirement planning.

An active member of the Financial Planning Association’s Career Development and College Outreach Committees, Beatty is a graduate of the University of Maryland with a BS in Finance. He was the former president of the Finance, Banking and Investment Society, and he is an avid musician who plays guitar and writes music in his spare time, and occasionally plays area venues. Originally from Baltimore, Beatty has lived in Northern Virginia since 1992.

Securities and Investment Advisory Services offered through Voya Financial Advisors, member SIPC. Egan, Berger & Weiner, LLC is not a subsidiary of nor controlled by Voya Financial Advisors.

Bryan Beatty’s Speaking Topics

Entrepreneurs Beware: Don’t Let Working for Yourself and Saving for Retirement Be a Non Sequitur

When you run your own business, you are a master juggler—someone who as “E-Myth” author Michael Gerber says, not only works in their business, but on their business. Too often, however, business owners get so overwhelmed with growing their company that they neglect personal financial-planning issues. Why would you want to move the goal of saving for retirement up higher on your priority list?

In this speech: Beatty will discuss the importance of saving for retirement as soon as possible, and he’ll explain the options that are available—including Traditional IRAs, Roth IRAs, and SEP IRAs, among others. For more details about this speech, click here.


5 Ways to Save for a Happy Retirement

Fifty is the new 40, and odds are good that if you are now in this second half of life, you feel as vital, energetic, and passionate as ever. As a result, Baby Boomers reaching their 50s and 60s are redefining what it means to retire.

In this speech: Beatty will help the audience:

1. Understand the risks of longevity and aging.
2. Develop clearly defined retirement goals.
3. Create a retirement plan (with some flexibility).
4. Develop an asset-allocation strategy.
5. Differentiate between future needs and wants.

For more details about this speech, click here.

Events

Speaking Events

more Date: Nov 14, 2013 Speaker: Bryan Beatty Topic: Workshop: Financial Strategies for Successful Retirement Organization: Egan, Berger & Weiner, LLC Location: Herndon High School, 700 Bennett St., Herndon, VA
more Date: Nov 13, 2013 Speaker: Bryan Beatty Topic: Workshop: Financial Strategies for Successful Retirement Organization: Egan, Berger & Weiner, LLC Location: Langley High School, 6520 Georgetown Pike, McLean, VA
more Date: Nov 04, 2013 Speaker: Bryan Beatty Topic: Workshop: Financial Strategies for Successful Retirement Organization: Egan, Berger & Weiner, LLC Location: Hollin Hall, 1500 Shenandoah Rd., Alexandria, VA
more Date: Oct 29, 2013 Speaker: Bryan Beatty Topic: Workshop: Financial Strategies for Successful Retirement Organization: Egan, Berger & Weiner, LLC Location: West Springfield High School, 6100 Rolling Rd., Springfield, VA
more Date: Oct 24, 2013 Speaker: Bryan Beatty Topic: Workshop: Financial Strategies for Successful Retirement Organization: Egan, Berger & Weiner, LLC Location: Herndon High School, 700 Bennett St., Herndon, VA
more Date: Oct 24, 2013 Speaker: Bryan Beatty Topic: Workshop: Financial Strategies for Successful Retirement Organization: Egan, Berger & Weiner, LLC Location: McLean High School, 1633 Davidson Rd., McLean, VA
more Date: Oct 07, 2013 Speaker: Bryan Beatty Topic: Financial Planning Today for Tomorrow Organization: Egan, Berger & Weiner, LLC Location: Mt. Vernon High School, 8515 Old Mt. Vernon Rd, Alexandria, VA
more Date: Oct 02, 2013 Speaker: Bryan Beatty Topic: Workshop: Financial Strategies for Successful Retirement Organization: Egan, Berger & Weiner, LLC Location: Oakton High School, 2900 Sutton Rd., Vienna, VA
more Date: Oct 01, 2013 Speaker: Bryan Beatty Topic: Workshop: Financial Strategies for Successful Retirement Organization: Egan, Berger & Weiner, LLC Location: Fairfax High School, 3501 Rebel Run, Fairfax, VA
more Date: Sep 26, 2013 Speaker: Bryan Beatty Topic: Workshop: Financial Strategies for Successful Retirement Organization: Egan, Berger & Weiner, LLC Location: McLean High School, 1633 Davidson Rd., McLean, VA
more Date: Sep 09, 2013 Speaker: Bryan Beatty Topic: Egan, Berger & Weiner’s Workshop: Financial Strategies for Successful Retirement Organization: Egan, Berger & Weiner, LLC Location: Mt. Vernon High School, 8515 Old Mt. Vernon Rd, Alexandria, VA
more Date: Feb 19, 2013 Speaker: Bryan Beatty Topic: Egan, Berger & Weiner's 4-week Workshop: Financial Strategies for Successful Retirement Organization: Location: Robinson High School - 5035 Sideburn Rd., Fairfax, VA - Section 13
more Date: Oct 06, 2012 Speaker: Bryan Beatty Topic: Free Yourself from the Social (in)Security Trap and Secure Your Retirement with Bryan Beatty Organization: BusinessBatteryPack.com Location: Online
more Date: Oct 15, 2011 Speaker: Bryan Beatty Topic: Workshop: Financial Strategies for Successful Retirement Organization: Fairfax County Public Schools Adult and Community Education Location: Woodson High School, Chantilly High School
more Date: Feb 01, 2011 Speaker: Bryan Beatty Topic: Savvy Social Security Planning for Boomers Organization: Fairfax County Public Schools Adult and Community Education Location: Hollin Hall, Fairfax High School
more Date: Nov 15, 2010 Speaker: Bryan Beatty Topic: Financial Strategies for Successful Retirement Organization: Fairfax County Public Schools Adult and Community Education Location: Hollin Hall, Fairfax High School
more Date: Oct 15, 2010 Speaker: Bryan Beatty Topic: Roth Strategies for Boomers Organization: Fairfax County Public Schools Adult and Community Education Location: Lake Braddock Secondary, School Springfield VA