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.
WINNING AT RETIREMENT: December 10, 2019
Guest Speaker and Attorney Jean B. Reynolds
Do you know who will be your voice if you become incapacitated? From accidents to illness, there are documents that can help safeguard you as part of your estate plan.
Please join us as our guest speaker, Jean B. Reynolds, Esquire, discusses the essentials of an estate plan to protect yourself and your heirs:
- The importance of proper beneficiary designations
- The need for up-to-date power-of-attorney and medical documents
- Issues in estate administration and how to avoid them
- When trust planning is useful
- And more!
We encourage you and a friend to join us for this important conversation.
Tuesday, December 10, 2019
12–1 p.m. (lunch served) or
6–7 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 this seminar 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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