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Winning at Retirement: Guest Speaker and Attorney Jean B. Reynolds

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Financial Dynamics & Associates

13537 Waterford Place

Midlothian, VA 23112

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Protect Yourself and Your Heirs: 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.

Two Sessions to Choose From:

Date: Tuesday, December 10, 2019
Time: 12:00 p.m. - 1:00 p.m. (Lunch will be served)

OR

Date: Tuesday, December 10, 2019
Time: 6:00 p.m. - 7:00 p.m. (Appetizers will be served)

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.


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.

Location

Financial Dynamics & Associates

13537 Waterford Place

Midlothian, VA 23112

View Map

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