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.
THE SECURE ACT HAS CHANGED RETIREMENT—FIND OUT HOW
February 27, 2020
The SECURE Act is affecting many Americans’ tax, retirement, and estate plans. How will it affect yours?
You and a friend are invited to our timely “Winning at Retirement” presentation, when Isaac Wright, ChFC®—President of Financial Dynamics & Associates and host of WRVA 1140 AM’s The Retire Wright Show—will discuss this critical legislation. You’ll hear from Isaac on:
- The new rules on required minimum distributions (RMDs)
- How the RMD change can affect your charitable giving and taxes
- The elimination of the stretch IRA and the tax impact for heirs
- Whether adding annuities to a retirement plan is a good idea
- What the elimination of the IRA age rule means if you are still working
We encourage you and a friend to join us for this important conversation.
Thursday, February 27, 2020
12:00–1:00 p.m. (lunch served) or
6:00–7:00 p.m. (light hors d’oeuvres served)
Financial Dynamics & Associates
13537 Waterford Place, Midlothian, VA 23112
Have a friend, colleague, or family member nearing retirement? Give them the gift of knowledge and invite them to be your guest at this workshop. Just add them as your guest during registration.
Please note: Strategies discussed in “Winning at Retirement” are appropriate for retirees and pre-retirees with $500,000 or more in investments.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors (JWCA). Financial Dynamics and Associates, Inc. and JWC/JWCA are unaffiliated entities. Non-securities products and services are not offered through JWC/JWCA. JWC/JWCA and its representatives do not give tax or legal advice. JWC/JWCA makes no representation regarding the accuracy or completeness of any information in these materials or the effectiveness of any advice or recommendation made to achieve any specific tax or other financial planning goal. This material is provided for informational purposes only and should not be construed as tax or legal advice. Clients and other interested parties must consult with and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here.
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