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, October 9th      Time:  6:30pm
Date 2: Wednesday, October 10th   Time:  6:30pm
Date 3: Tuesday, October 16th   Time: 6:30pm
Dinner by: Tucanos Brazilian Grill
Guest Speaker:

Blair Rose, Regiona Vice President with Nationwide.

He will be presenting on end of year invesmtent themes

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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