Bryan Beatty: Financial Planner, CFP®
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.