AFM News & Notes – Fourth Quarter 2024

JOSH KAPLAN PROMOTED TO FINANCIAL ADVISOR

Please join us in congratulating Josh on his promotion to financial advisor! Josh joined AFM in 2020 soon after graduating from Virginia Tech. We are incredibly proud of Josh’s growth of the course of his 4+ years at AFM. Congrats, Josh!

 

 

 

THE ALEXANDRA ARMSTRONG LIFETIME ACHIEVEMENT AWARD

Alexandra Armstrong had the pleasure of presenting her eponymous Lifetime Achievement Award to Dr. Carolyn McClanahan at the InvestmentNews Women to Watch Awards 2024 in New York City.

 

 

 

 

ALEXANDRA ARMSTRONG ATTENDS INTERNATIONAL WOMEN’S FORUM PANEL

Alexandra Armstrong spoke as part of a panel to celebrate the 30th anniversary of the International Women’s Forum Fellows Program. The program, of which Alexandra was one of the founders, provides women with professional mentorship opportunities to help them grow in their careers and shape the next generation of transformational leaders.

 

AFM NAMED ONE OF AMERICA’S TOP RIA FIRMS

Once again, our firm made Forbes list of America’s Top RIA Firms in 2024! (2024 FORBES TOP RIA FIRMS, created by Shook Research. Presented in October 2024 for the preceding 12 months. 25,103 were considered, 250 advisory (RIA) firms were recognized. Advisors do not pay a fee to be considered or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more award information please click here)

CARL HOLUBOWICH FEATURED IN CNBC

Carl discussed the tax implications unique to inherited individual retirement accounts (IRAs). Access the full article here.

RYAN AND BETSY AT THE WHITE HOUSE

Our own Ryan Fleming and Betsy Fleming were in attendance for West Wing’s 25th anniversary celebration! It was held, where else, but the White House, where Ryan and Betsy had the pleasure of mingling with some members of the legendary cast.

 

 

 

ELIZABETH SCHLEIFER FEATURED IN KIPLINGER

Elizabeth Schleifer was featured in an article from Kiplinger! The article covers the basics of converting traditional 401(k)s into Roth 401(k)s. Elizabeth spoke to the advantages that Roth 401(k)s carry in estate planning given new rules governing inherited IRAs. Read the full article here.

CARL HOLUBOWICH FEATURED IN MARKET WATCH

Carl spoke about the important tax considerations that come with Roth IRA conversions. Access the full article here.

AFM HOLIDAY LUNCH

In December we held our annual holiday lunch! We enjoyed a fun-filled afternoon of food and games to ring in the holiday season. Special shoutout to our wonderful master of ceremonies, Joan Collins!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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