Paul L. Penland

• President, Commonwealth Estate Planning Group, Richmond Virginia
• President, Evergreen Continuing Education Group, Richmond Virginia
• More than 37 years of financial and management experience
• More than 22 years of financial teaching experience
• Certified to teach for Virginia Continuing Education: Ethics, Laws, and Estate Planning
• Clients include Scott & Stringfellow, Branch Cabell & Co., State Farm Insurance Co., and Aetna Insurance
• Member, National Institute of Certified Estate Planners with curriculum completion in:
  • Grantor Trusts
  • Charitable Giving
  • Fraudulent Conveyance & Ownership
  • Pass Through Technology
  • Solving IRS Problems
  • Medicaid Planning
  • Advanced Insurance Concepts
  • Tax Savings Strategies
  • Tort & Contract Law
  • Taxation & Cash Flow
• Former Executive Director of the Virginia Association of Life Underwriters and Chief Lobbyist
• representing the Insurance Industry before the Virginia Assembly
• Adjunct Faculty Member, J. Sargeant Reynolds Community College Center for Organizational
• Effectiveness
• Co-host of the weekly radio show “Preserve your Money” on WRVA 1140 AM
• Resident of Henrico County since 1975 with his wife and their two sons