LIVE OUT YOUR BEST RETIREMENT POSSIBLE
A Word from the Presenter, Dave Lopez
You’ve spent your life building a nest egg for the day you retire. Now it’s time to think about how you’ll spend the next 20 to 30 years of your life. It’s time to plan for a new future.
In my experience, many pre-retirees face this crossroads with uncertainty. Making the transition from wealth accumulation to a long-term income stream takes a change in mindset. It requires a different set of investment strategies, and it doesn’t happen overnight. I watched my father and other relatives go through retirement with poor outcomes. There may be a better way to plan for retirement than to simply put some money in stocks, some money in bonds, and hope for the best.
The Little Red Book of Retirement is the first step in gaining the knowledge you could use to make informed decisions about all the factors that can affect your retirement. I encourage you to read this book with an open mind and begin to think differently about retirement income planning. Don’t limit your success or create more risk based on incorrect information, misinformation or myths.
Use this book to help you plan for and live out your best retirement possible.
Choose one or more books to the right, fill out the form, and receive your full book(s)!
Israel Chavez, Jr. joined the ILG Financial team in 2026 as a Service Advisor. A graduate of Howard University, Israel was also a Division I student-athlete, competing as a goalkeeper for the university’s soccer program. His experience balancing academics and collegiate athletics helped shape the discipline and competitive mindset he brings to his role at ILG Financial.
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.