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Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident life now and in retirement.

Attend an Event

Our events focus on common financial concerns that individuals and families face throughout life. Topics include how to prepare for retirement, tax considerations, how to create income to support your desired lifestyle … and more!

Attend one of our events to learn how addressing these concerns can help you feel more confident about your ideal future.

UPCOMING EVENTS:

WINNING AT RETIREMENT: Income and Lifestyle Planning—Are You Ready?

You and a friend are invited to the newest installment of our “Winning at Retirement” series. This educational workshop will cover the essentials of retirement and income lifestyle planning.

Leading the one-hour presentation will be Isaac Wright, ChFC®, president of FDAA and host of WRVA 1140 AM’s The Retire Wright Show.

Isaac will cover:

  • Lifestyle protection: How will key income drivers change when you retire?
  • Social Security: What are the new rules, and do they apply to you?
  • Investing: Should your portfolio focus on income or growth?
  • Insurance: How do you separate fact from fiction when it comes to annuities and life insurance?
  • Longevity: What patterns do you need to understand when it comes to expenses and income?

Join us at the seminar and find out if you’re ready for retirement. And if you’re not, learn how to get on track.

 

Two Sessions to choose from:

Date: Tuesday, July 16, 2019
Time: 12–1 p.m. (lunch will be served)

OR

Date: Tuesday, July 16, 2019
Time: 6–7 p.m. (light hors d’oeuvres will be served)

Location: Financial Dynamics & Associates
13537 Waterford Place, Midlothian, VA 23112

 

Eventbrite - Income and Lifestyle Planning—Are You Ready?

Have a friend, colleague, or family member nearing retirement? Give them the gift of knowledge and invite them to be your guest at this educational workshop. Just add them as your guest during registration.

 

Please note: Strategies discussed in this seminar are appropriate for retirees and pre-retirees with $500,000 or more in investments.

 

Investment advisory services offered through Global Financial Private Capital, LLC (“GFPC”). Insurance products and services are offered through Financial Dynamics & Associates and are not offered by GFPC. GFPC does not provide tax, accounting or legal advice and does not endorse, review or supervise related content. Financial Dynamics & Associates and GFPC are not affiliated entities.

Rather meet One-on-one?

Schedule a time to talk with us so we can learn more about you today.

You can also call or text 804.777.9999

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