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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.

seminar

UPCOMING EVENTS:

WINNING AT RETIREMENT: January 14, 2020
Guest Speaker and Senior Portfolio Strategist John Vaughan

 

Are you wondering how you can invest for income when interest rates are low? Then join us for “An ‘Alternative’ Investment Approach to Managing Risk and Income in 2020.”

We are proud to host guest speaker John Vaughan, JD, CAIA®, CFP®, CPWA®, at this newest installment of our “Winning at Retirement” series. John is a Senior Portfolio Strategist with James Alpha Advisors, with more than 25 years of experience in the financial services industry.

He’ll discuss:

  • How you could potentially improve your cash flow in today’s low-interest-rate environment
  • Why traditional stocks and bonds could be shortsighted in a diversified portfolio
  • What “alternative” investments are and what they do
  • How alternative investments may offer a risk-adjusted approach to income investing
  • Why active money management may be an answer headed into 2020
  • And more!

We encourage you and a friend to join us for this important conversation.

When:

Tuesday, January 14, 2020
12–1 p.m. (lunch served) or
6–7 p.m. (light hors d’oeuvres served)

Where:

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.

Rather meet One-on-one?

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

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