Seminar Calendar

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Dine and Learn...

You are cordially invited to come and learn how to plan for a successful retirement. Important Topics we’ll discuss:

Are you confident in your retirement plan?

  • Understand where you are currently, from a financial standpoint; and, what your retirement needs are
  • How confident are you that you won’t outlive your money
  • Plan for unexpected changes in your world, such as interest rates, taxes, and health issues; understand how to adjust for these detours

Are you taking full advantage of all retirement accounts?

  • Taking ownership of retirement savings from your employer (401K, TSP, 403B, 457)
  • Roth IRA vs. Traditional IRA strategies under the new tax plan
  • Are your investments suited for your stage in life

Are taxes and mistakes eating into your retirement income?

  • What are the opportunities and penalties surrounding Required Minimum Distributions (RMDs)
  • How spending order from different account types can impact your retirement income
  • Transferring the majority of your wealth to your heirs vs IRS
 

Newport News Seminar: 

Location: 

Tucanos Brazilian Grill, 11820 Fountain Way, Newport News, VA 23606

Date 1: Tuesday, March 19th      Time:  6:30pm
Date 2: Monday, March 25th   Time:  6:30pm
Guest Speaker:

Wayne LaPlante, Sr. Director Wealth Management.

He will be presenting on 2019 Market Outlook

This seminar is sponsored and financially supported by Principal Funds.
This event is educational in nature – no company-specific products will be discussed
 

There is no cost or obligation for attending. Seating, however, is limited. So please call for reservations.

757-873-4640

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