SEMINARS

October 17th -Richmond, VA - Seminar For Dom Virginia Energy Employees

EVENT DETAILS

Do you need answers to the following questions?

  • What can I be doing now to plan for the future?
  • How do I determine the best time to retire?
  • Which retirement income options are best for me and my family?
  • How is my pension calculated, and what if I’ve been both hourly and salary?
  • What should I do with my SRA?
  • What are some advanced strategies for my Dominion Savings Plan?
  • What is the leveling option offered by Dominion?
  • How do I prepare for medical expenses in retirement?
  • What should I be doing now if I’ve accepted the VRP?
  • When should Social Security be taken by me or my spouse?
  • What supplements are available if I’m a union member or previous union member?

timeTIME   

•  (Thursday) October 17th – 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 Dominion or IBEW

November 14th - Richmond VA - 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 an 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   

•  (Thursday) November 14th – 6:00pm

*Dinner provided


 ORGANIZERorganizer

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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