At WealthCrest we are often asked to speak in public, share our knowledge in small meetings, and contribute to articles in the print media. This page highlights some of the firms recent engagements and articles.
June 14, 2007
Patrick Beagle contributed to an article in Investment News which is a professional trade magazine for financial planners. The article focused on the proposed changes to the Government's Thrift Savings Plan (TSP) whereby new hires would be automatically enrolled in the plan.
Financial Services, LLC
July 23 and 24, 2008
Patrick and Russell conducted mid- career and pre-retirement seminar for the Smithsonian Institute in Washington DC.
March 12, 2008
Patrick Beagle and Russell Robertson conducted a Mid-Career financial seminar for the Smithsonian Institution in
Washington DC.
June 11, 2008
Patrick and Russell participated in the Federal Aviation Administration's "Living Well" event where they highlighted
financial wellbeing and retirement planning issues for federal employees.
April 27, 2008
Patrick participated in a Financial Awareness Fair at the Department of Transportation in Washington, DC.
February 5, 2007
Patrick Beagle contributed to an article that ran in several News Channel outlets around the United States including
papers in Des Moines, Iowa and Honolulu, Hawaii. The article focused on the benefits available to military families in preparation
for deployment.
September 21, 2007
Patrick Beagle was a guest speaker for the United States Air Force A8 Financial Planning Day, conducted at the Pentagon
in Washington DC.
May 8, 2008
Russell Robertson conducted a pre-retirement seminar for the Walter Reed Army Hospital in Washington DC. Double-click here
to edit the text.
May 2008
Patrick Beagle contributed to an article in Kiplinger's Personal Finance that dealt with the financial stresses of military
relocation.
August 2008
Patrick Beagle contributed to an article in Kiplinger's Personal Finance that dealt with scams on military personnel.
August 10, 2008
Patrick Beagle contributed to an article in the Washington Post that dealt with ways to cut your household
expenses.