EVENTS
Find out where the next ILG Financial Retirement Strategies workshop is taking place in your area. These workshops are for adults age 50+ with $250,000 or more in investable assets. Click on the events listed below to learn more about each event.
AUGUST 2024
Taxes in Retirement
Thursday, August 15th
Classes begin at either 11 AM or 6 PM. This event has limited seating and will fill quickly. Please, first-time attendees only.
Jepson Alumni Executive Center
1119 Hanover Street
Fredericksburg, VA 22401
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.
That is why we’ve developed a special seminar that has already helped over 700,000 people nationwide navigate the retirement tax maze.
Join us at the Jepson Alumni Executive Center for an informational seminar covering Taxes In Retirement on August 15 at either 11 AM or 6 PM.
The seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during the seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.
This event has limited seating and will fill quickly. Please, first-time attendees only.
To find out how you can attend, please call our office at (540) 720-5656 or click the button below.
SEPTEMBER/OCTOBER 2024
The Changing World of Retirement Planning
Thursday, September 26th and Thursday, October 3rd
or
Tuesday, October 1st and Tuesday, October 8th
All classes start at 6:00PM and end between 8:30-9PM. This event has limited seating and will fill quickly. Please, first-time attendees only.
Germanna Community College (Fredericksburg Campus)
10000 Germanna Point Drive
Fredericksburg, VA 22408
Workforce Building
The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.
You will discover how to:
- Evaluate the impact of the latest tax law changes on your retirement
- Determine if you have enough money for retirement
- Use the three basic types of retirement accounts to maximize cash flow in retirement
- Evaluate the benefits of a Roth Conversion
- Maximize Social Security income
- Reduce, or eliminate unwanted expenses or delays with estate planning
- Understand if your portfolio is truly “diversified”
- Avoid the three basic “pitfalls” of retirement distribution planning
You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Many of the retirement strategies utilized by your parents have grown outdated and may no longer have application to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st century.
All classes begin at 6PM and end between 8:30 and 9PM.
To find out how you can attend, please call our office at (540) 720-5656 or click the button below.
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.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
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.
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.
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. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.