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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 SERIES:
TAX CODE UPDATES YOU SHOULD KNOW*

Will 2019 tax code updates help you—or hurt you? Join us for our newest installment of the “Winning at Retirement” series as we discuss what the latest changes could mean for your retirement plan.

Speaker Ricky Lafon, MBA, RICP®, will:

  • Provide a brief overview of the 2019 tax code, especially as it pertains to retirement
  • Discuss whether you should convert money from an IRA to a Roth
  • Share how to avoid pitfalls on additional Medicare and investment taxes
  • Detail investment considerations using the 2019 code—and more!

Learn how to use the tax code to achieve your retirement lifestyle goals while avoiding potential pitfalls.

Two Sessions to Choose from:

Date: Thursday, January 24, 2019
Time: 12:00 p.m. - 1:00 p.m. (Lunch will be served.)

OR

Date: Thursday, January 24, 2019
Time: 6:00 p.m. - 7:00 p.m. (Light appetizers will be served.)

 

Eventbrite - Winning at Retirement: Tax Code Updates You Should Know

 

We host these events to give our clients the opportunity to introduce guests to our firm. Bringing a guest is highly encouraged.

 

*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