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.
SEPTEMBER 2023
New Wealth Management Strategies for Today’s Turbulent Times
Tuesday, September 12th
Tuesday, September 19th
or Thursday, September 21st
6:30 PM (arrive by 6:15 PM)
Olde Towne Steak & Seafood
1612 Caroline Street
Fredericksburg, VA 22401
You are cordially invited to an educational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this dinner. Enjoy a complimentary dinner, served immediately after the presentation.
The well-known local retirement specialists at ILG Financial will reveal the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. Learn what other advisors don’t want you to know. Best of all, you will leave with ideas you never heard before.
This complimentary educational dinner covers the following topics and strategies:
- Strategies to help you avoid having to take Required Minimum Distributions (RMDs).
- How to avoid running out of income during retirement.
- Creative ways you can use the new tax code to move money into tax-free accounts at reduced tax rates.
- How to create a portfolio similar to those used by the most sophisticated investors in the world.
- Understand what the new tax law may mean to you.
Please arrive between 6:00-6:15 p.m. 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.
OCTOBER 2023
The Changing World of Retirement Planning
Thursdays, September 28th and October 5th (two part course)
OR
Tuesdays, October 3rd and 10th (two part course)
Germanna Community College
Fredericksburg Campus
10000 Germanna Point Drive
Fredericksburg, VA 22408
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 find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.
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
Please arrive between 6:00-6:15 p.m. 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.
NOVEMBER 2023
New Wealth Management Strategies for Today’s Turbulent Times
Thursday, November 9th
or Tuesday, November 14th
6:30 PM (arrive by 6:15 PM)
Ristorante Renato
422 William Street
Fredericksburg, VA 22401
You are cordially invited to an educational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this dinner. Enjoy a complimentary dinner, served immediately after the presentation.
The well-known local retirement specialists at ILG Financial will reveal the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. Learn what other advisors don’t want you to know. Best of all, you will leave with ideas you never heard before.
This complimentary educational dinner covers the following topics and strategies:
- Strategies to help you avoid having to take Required Minimum Distributions (RMDs).
- How to avoid running out of income during retirement.
- Creative ways you can use the new tax code to move money into tax-free accounts at reduced tax rates.
- How to create a portfolio similar to those used by the most sophisticated investors in the world.
- Understand what the new tax law may mean to you.
Please arrive between 6:00-6:15 p.m. 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.
Client “Pie Day”
Tuesday, November 21st
(before 5 PM)
or Wednesday, November 22nd
(before 3 PM)
ILG Financial Office
100 Oakridge Drive
Stafford, VA 22556
ILG Financial partners with Paul’s Bakery each year to provide clients with their choice of Thanksgiving pie! Pie Day is a wonderful opportunity for us to be a part of their holiday celebration and it’s the least we can do for entrusting us with their financial goals.
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.