SEMINARS

February 20th - Newport News - Seminar For Virginia Energy Employees

EVENT DETAILS

Do you need answers to the following questions?

  • How do I determine the best time to retire?
  • Which retirement options are best for me and my family?
  • How can I avoid tax implications with my SRA account?
  • What is the leveling option offered by Dominion?
  • How can I allocate my 401(k) to help protect it in a volatile market?• What should I be doing now to plan for retirement?
  • When should Social Security be taken by me or my spouse?

 


timeTIME   

•  (Wednesday) February 20th – 6:00pm

*Dinner provided


 ORGANIZERorganizer

Chris Geary, CFP®, AIF® and Paul Kelly AIF®

 


location2LOCATION

Second Street Bistro
115 Arthur Way (Kiln Creek)
Newport News, VA 23602
Get Directions Here!

 

 

Advisory services offered through F3 Logic, a registered investment advisor. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. FCA, F3 Logic, and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA. Neither IFG, F3Logic, nor Financial Consultants of America are endorsed  by, retained by, or affiliated with Verizon or CWA.

February 27th - RVA - Seminar For Verizon Employees

EVENT DETAILS

Do you need answers to the following questions?

  • How do I determine the best time to retire?
  • Should I take the EISP Offer?
  • Which retirement options are best for me and my family?
  • How does the GATT & PBGC Rate affect my Pension?
  • How can I allocate my 401(k) to help protect it in a volatile market?
  • What should I be doing now to plan for retirement?
  • When should Social Security be taken by me or my spouse?

 


timeTIME   

•  (Wednesday) February 27th – 6:00pm

*Dinner provided


 ORGANIZERorganizer

Chris Geary, CFP®, AIF® and Paul Kelly AIF®

 


location2LOCATION

Brio Tuscan Grille
9210 Stony Point Pkwy
Richmond, VA 23235
Get Directions Here!

 

 

Advisory services offered through F3 Logic, a registered investment advisor. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. FCA, F3 Logic, and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA. Neither IFG, F3Logic, nor Financial Consultants of America are endorsed  by, retained by, or affiliated with Verizon or CWA.

March 14th - Smithfield - Seminar For Virginia Energy Employees

EVENT DETAILS

Do you need answers to the following questions?

  • How do I determine the best time to retire?
  • Which retirement options are best for me and my family?
  • How can I avoid tax implications with my SRA account?
  • What is the leveling option offered by Dominion?
  • How can I allocate my 401(k) to help protect it in a volatile market?• What should I be doing now to plan for retirement?
  • When should Social Security be taken by me or my spouse?

 


timeTIME   

•  (Thursday) March 14th – 6:00pm

*Dinner provided


 ORGANIZERorganizer

Chris Geary, CFP®, AIF® and Paul Kelly AIF®

 


location2LOCATION

Smithfield Station
415 S. Church St. (Conference Room)
Smithfield, VA 23430
Get Directions Here!

 

 

Advisory services offered through F3 Logic, a registered investment advisor. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. FCA, F3 Logic, and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA. Neither IFG, F3Logic, nor Financial Consultants of America are endorsed  by, retained by, or affiliated with Verizon or CWA.

March 20th - Richmond Va - Seminar For Virginia Energy Employees

EVENT DETAILS

Do you need answers to the following questions?

  • How do I determine the best time to retire?
  • Which retirement options are best for me and my family?
  • What is the leveling option offered by Dominion?
  • How can I allocate my 401(k) to help protect it in a volatile market?
  • What should I be doing now to plan for retirement?
  • When should Social Security be taken by me or my spouse?

 


timeTIME   

•  (Wednesday) March 20th – 6:00pm

*Dinner provided


 ORGANIZERorganizer

Kevin Nentwich, CFP®, AIF®, Chris Geary, CFP®, AIF® and Paul Kelly AIF®

 


location2LOCATION

Brio Tuscan Grille
9210 Stony Point Parkway
Richmond, VA 23235
Get Directions Here!

 

 

Advisory services offered through F3 Logic, a registered investment advisor. Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. FCA, F3 Logic, and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA. Neither IFG, F3Logic, nor Financial Consultants of America are endorsed  by, retained by, or affiliated with Verizon or CWA.

ENROLL IN AN SEMINAR

FCA GIVES BACK!

  This holiday season, Financial Consultants of America, is teaming up with Embrace Richmond to give back to our community through the “Embrace Young Heroes" campaign. Kevin Nentwich, the owner of FCA knows the difference between an expense and an investment, and...

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