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Winning at Retirement: Guest Speaker and Senior Portfolio Specialist John B...

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Financial Dynamics & Associates

13537 Waterford Place

Midlothian, VA 23112

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Find Out Global Trends and Their Financial Impact from Our Guest Speaker: Senior Portfolio Specialist John Buchanan


We are excited to host guest speaker John Buchanan at our next presentation in the “Winning at Retirement” series.

John is a senior portfolio specialist at Savos Investments, where he focuses on portfolio construction and implementation. He is also a regular speaker highlighting how macro, global, changes can affect us on the micro, individual, level.

John will cover a range of topics including:

  • Changes to interest rate markets around the world
  • Structural challenges of U.S. national debt and Federal Reserve policies
  • Growing dangers of inflation vs. deflation

We encourage you and a friend to join us for what should be an illuminating discussion of economic and market trends and the potential risks—and opportunities—they present.

Two Sessions to Choose From:

Date: Tuesday, October 15, 2019
Time: 12:00 p.m. - 1:00 p.m. (Lunch will be served)

OR

Date: Tuesday, October 15, 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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