Broker Check

Client Events


Upcoming Events for 2022  



June 29, 2022

 "The Informed Investor: Rising Interest Rates and Market Volatility" Webinar

Join EBW for a special webinar on the state of the economy on June 29th at 12 p.m. EST. We will be joined Johnathan Mackay, the Head of Sales, Wealth Management Solutions at Schroders, to discuss the Fed raising interest rates by the highest single meeting hike since 1994 and increased market volatility.




Mackay runs an Investment Strategy team that provides product expertise and market advice on the strategies that Schroders sub-advises through Hartford Funds. He also runs a specialist sales team that
focuses on the distribution of Schroders Alternative strategies to RIA's, Family Offices and Endowments / Foundations in the U.S. He joined Schroders in 2016 and is based in New York.

This event is purely educational. No products or services will be offered for sale and there is no obligation.

 Neither Cetera Advisor Networks LLC nor its representatives offer tax or legal advice.
Please consult with your tax and legal advisors regarding your individual situation.
Investment adviser representative and registered representative of, and securities and investment advisory services offered through Cetera Advisor Networks LLC (member FINRA/SIPC), a broker/dealer and registered investment adviser. Egan, Berger & Weiner, LLC is not a subsidiary of, nor controlled by, Cetera Advisor Networks LLC.

Egan, Berger & Weiner, LLC
1919 Gallows Road
Suite 600
Vienna, VA 22182

July 28, 2022

Join EBW on July 28th for our "Personal Insurance with a Personal Touch" Webinar

Join EBW and Julie Rison on July 28, 2022 for our "Personal Insurance with a Personal Touch" Webinar.

The event will start at 12 p.m. EST.

Register for the event by clicking here.

Julie Rison helps lead the Marsh & McLennan Agency (MMA) Mid-Atlantic Private Client Services division. Julie works on high-level strategies and visions to expand the capabilities of MMA on a national level both internally as well as with our carrier partners. Julie is a co-chair of MMA’s National Diversity, Equity and Inclusion (DE&I) Council and leads the DE&I journey in the Mid-Atlantic region as well.

Julie has over 30 years of professional insurance experience specializing in the private client industry. Her experience has been focused around placing complex insurance programs, building new insurance relationships, and maintaining existing client and carrier relationships. Prior to joining MMA, Julie worked for an agency in Minnesota running their personal lines and small commercial department before moving to Virginia in 2001. She has also worked at BB&T Insurance and helped start their High Net Worth Family Risk Management division. In 2011 she joined MMA to run and enhance the Private Client Services division.

This event is purely educational. No products or services will be offered for sale and there is no obligation.

Neither Cetera Advisor Networks LLC nor its representatives offer tax or legal advice.
Please consult with your tax and legal advisors regarding your individual situation.
Investment adviser representative and registered representative of, and securities and investment advisory services offered through Cetera Advisor Networks LLC (member FINRA/SIPC), a broker/dealer and registered investment adviser. Egan, Berger & Weiner, LLC is not a subsidiary of, nor controlled by, Cetera Advisor Networks LLC.

Egan, Berger & Weiner, LLC
1919 Gallows Road
Suite 600
Vienna, VA 22182






September 22, 2022


JOIN US IN THE FIGHT AGAINST ALZHEIMER'S AND ENJOY AN AFTERNOON AT BULL RUN GOLF CLUB!


Proceeds Go to Support Alzheimer's Association

I am excited to announce our Tenth Annual Charity Golf Tournament event to benefit the Alzheimer’s Association is set for September 22nd! We had a blast at this venue in 2021, with a record number of participants playing in the tournament and look forward to our big 10th anniversary!

This event will be hosted at Bull Run Golf Club on Thursday, September 22nd and will be co-chaired by Art Real Estate Group.

In my work as a financial planner, I have become familiar with the financial and family effects of dealing with early on-set dementia and Alzheimer’s disease. This has inspired me to help raise awareness and money for this worthy cause. Many people are not aware this is one of the most under-funded illnesses suffered by aging Americans.

Please share this email with your colleagues, family, and friends. There is an early bird discount if you sign up before July 15th. I look forward to seeing you at the event.

Fee:
Early Bird special! $125/golfer or $425/foursome (ends July 15, 2022)
Regular Fee: $150/golfer or $525/foursome



Bryan D Beatty, CFP®
Egan, Berger & Weiner, LLC
Financial Planner/ Partner
www.ebwllc.com
703-506-0030 X 105
703-506-0576 Fax


This event is a “Friendraiser” for the Alzheimer’s Association. Payments for this event are not generally deductible as charitable contributions in accordance with IRS Publication 526. Consult your tax professional for further guidance.

The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.


October 6, 2022 - Back to School Night


Save the Date!

Back To School Night!
Please Join Us On October 6, 2022 to Celebrate Egan, Berger & Weiner's Back to School Night!

Back To School Night
Cocktails, Food, Education & Fun
Venue Location Information Coming Soon!


 Neither Cetera Advisor Networks LLC nor its representatives offer tax or legal advice. 
Please consult with your tax and legal advisors regarding your individual situation. 
Investment adviser representative and registered representative of, and securities and investment advisory services offered through Cetera Advisor Networks LLC (member FINRA/SIPC), a broker/dealer and registered investment adviser. Egan, Berger & Weiner, LLC is not a subsidiary of, nor controlled by, Cetera Advisor Networks LLC.


Neither Cetera Advisor Networks LLC nor its representatives offer tax or legal advice.

Please consult with your tax and legal advisors regarding your individual situation.

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Cetera Advisor Networks LLC (member FINRA/SIPC), a broker/dealer and registered investment adviser. Egan, Berger & Weiner, LLC is not a subsidiary of, nor controlled by, Cetera Advisor Networks LLC.