Craft Beer Mogul Creates Revolutionary Business Succession Plan

I’m a big fan of Marketplace.  Kai Ryssdal and the contributing reporters do a smashing job of summarizing complex financial topics and explaining how when we talk about money we cannot leave out the human element.  Such was the case when I was listening in on March 31 when Kai spoke to founder and CEO of Boston Beer Company (Sam… Read more »

Saturday, April 16: Equality Virginia’s 13th Annual Commonwealth Dinner

Geneva will travel to Richmond to join the wonderful staff and fellow board members of Equality Virginia at the 13th Annual Commonwealth Dinner.  EV is a statewide organization dedicated to equality for all LGBT people.  The Dinner helps support these efforts and features keynote speaker – actress and writer – Carol Leifer.  Click here to learn more about… Read more »

Saturday, April 16: Geneva joins panel at Newport News Town Hall Meeting – Aging in 2016

Geneva joins a panel of other experts and agency representatives in a Town Hall Meeting for seniors and their caregivers.  Hosted by the Newport News Human Services Advisory Board the Meeting explores the myriad issues of aging – health, safety, legal issues – and the community resources to address these concerns.  For more information click here.

Wednesday, March 2: Promise Law Sponsors HRBOR’s Beacon In Business Award

HRBOR’s Beacon In Business Award program is Wednesday, March 2.  The Award is given to a business dedicated to providing services for the LGBT community or that has a demonstrated commitment to LGBT inclusive workplace policies. Promise Law is a proud Buoy Sponsor of the Award.  Click here to register for the breakfast or become a… Read more »

Wednesday, October 21: Irrevocable Trust Planning Presentation

Geneva will present Irrevocable Trust Planning to The Hampton Roads Chapter of Enrolled Agents.  The discussion will include the use of these trusts to provide creditor protection and government benefit qualification and the issues planners should discuss with clients when considering their use.

Tuesday, August 18: Marriage Equality: What Does It Mean – To Marry or Not?

Geneva and Wells Fargo Advisor Mary Katherine Hogg and CPA John Caldwell of Malvin Riggins discuss the new terrain legal and tax options for same sex couples.  In particular we will consider the financial and tax advantages of marriage, the statutory rights of married couples and whether any of this should they be a reason to visit the altar or… Read more »