Seminars


Enroll Now!

The July EISP & Me........

FOR VERIZON  ASSOCIATES  ( RICHMOND LOCATION )

Neither NPC nor Financial Consultants of America are endorsed by, retained by, or affiliated with Verizon


Topics of discussion:

Ø   Verizon retirement benefits
Ø 401k options, to roll or not to roll?
Ø Pension lump sum rollover, GET a 2nd OPINION
Ø Tax strategies for retirement assets. 
 
 Lunch will be provided

When: Tuesday, August 17, 2010 - 12:00 pm
Where: Hondo's
Shoppes at Innsbrook
4024-C Cox Road
Glen Allen, VA 23060
Host: Chris Geary & Chad Borjeson
Phone: 804-377-9498

Enroll Now!

Accepted for the EISP but Leaving in November?

FOR VERIZON  ASSOCIATES  ( RICHMOND LOCATION )

Neither NPC nor Financial Consultants of America are endorsed by, retained by, or affiliated with Verizon


Topics of discussion:

Ø   What should I being do now to plan for retirement?
Ø Understanding the stock split and my 401k.
Ø Things to consider when choosing an advisor.
Ø Tax strategies for retirement assets. 
 
 Dinner will be provided

When: Tuesday, August 17, 2010 - 6:30 pm
Where: Skilligalee
5416 Glenside Drive
Richmond, VA 23228
Host: Chris Geary & Chad Borjeson
Phone: 804-377-9498

Enroll Now!

The VSP & Me.......

FOR DOMINION EMPLOYEES (SMITHFIELD LOCATION)

Neither NPC nor Financial Consultants of America are endorsed by, retained by, or affiliated with Dominion


Topics covered will include:

Ø    Dominion retirement benefits

Ø Savings Plan, to roll or not to roll? 

Ø How much company stock should you own?

Ø    Tax strategies for hign income years.

 Lunch will be provided

When: Wednesday, August 18, 2010 - 12:00 pm
Where: Smithfield Station
415 South Church Street
Smithfield, VA 23430
Host: Brian McNeil and Chad Borjeson
Phone: 866-947-3578

Enroll Now!

The VSP & Me.......

FOR DOMINION EMPLOYEES ( NORTH ANNA )

Neither NPC nor Financial Consultants of America are endorsed by, retained by, or affiliated with Dominion


Topics covered will include:

Ø    Dominion retirement benefits

Ø Savings Plan, to roll or not to roll? 

Ø How much company stock should you own?

Ø    Tax strategies for hign income years.

 Lunch will be provided

When: Thursday, August 19, 2010 - 12:00 pm
Where: Tavern on the Rail
81 Tavern Road
Mineral, VA
Host: Brian McNeil and Chad Borjeson
Phone: 866-947-3578

Enroll Now!

The July EISP & Me........

FOR VERIZON  ASSOCIATES  ( RICHMOND LOCATION )

Neither NPC nor Financial Consultants of America are endorsed by, retained by, or affiliated with Verizon


Topics of discussion:

Ø   Verizon retirement benefits
Ø 401k options, to roll or not to roll?
Ø Pension lump sum rollover, GET a 2nd OPINION
Ø Tax strategies for retirement assets. 
 
 Lunch will be provided

When: Tuesday, August 24, 2010 - 12:00 pm
Where: Skilligalee
5416 Glenside Drive
Richmond, VA 23228
Host: Chris Geary & Chad Borjeson
Phone: 804-377-9498

Enroll Now!

The VSP & Me.......

FOR DOMINION EMPLOYEES ( RICHMOND LOCATION )

Neither NPC nor Financial Consultants of America are endorsed by, retained by, or affiliated with Dominion


Topics covered will include:

Ø    Dominion retirement benefits

Ø Savings Plan, to roll or not to roll? 

Ø How much company stock should you own?

Ø    Tax strategies for hign income years.

 Lunch will be provided

When: Thursday, August 26, 2010 - 12:00 pm
Where: Hondo's
Shoppes at Innesbrook
4024-C Cox Road
Glen Allen, VA 23060
Host: Brian McNeil and Chad Borjeson
Phone: 866-947-3578