Catholic Investing & Tax-Advantaged Charitable Giving
Host: Virtus Agency, Bill Lupinacci
Location: St. John the Apostle, Parish Center,
101 Oakcrest Manor Dr NE, Leesburg, VA 20176
Date/Time: Thursday, February 26, 2026
6:30 PM Reception / 7PM Dinner
Disclosures
The Virtus Agency offers investments through Knights of Columbus Asset Advisors (“KoCAA”). Select members of the Virtus Agency are licensed Investment Adviser Representatives through KoCAA. The Virtus Agency as an entity is not a Registered Investment Adviser and does not provide investment advice. KoCAA does not offer insurance products. All insurance-related inquiries should be directed to the Virtus Agency. Investment-related inquiries will be immediately directed to one of our team members that is an Investment Adviser Representative through KoCAA. Information provided herein is educational in nature and is not intended as legal, tax, financial, or other professional advice. This information is intended for current or prospective investors in the U.S. only.
KoCAA is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. For information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov. KoCAA is a wholly owned subsidiary of KofC, one of the world’s largest Catholic Lay Organizations. Investing involves risk and you may gain or lose money on your investments. KoCAA’s status as a Registered Investment Adviser does not imply a certain level of skill or training. For additional information visit KoCAA.org or write to kofcfunds@kofcassetadvisors.org.