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Food for Thought - Passport to Retirement

Food for Thought - Sponsored by Virginia Asset Management

 Export to Your Calendar 8/10/2017
When: August 10, 2017
5:30 pm - 6:30 pm (Check-in begins at 5:00 pm)
Where: To be determined
United States
Contact: 919-463-0333


Online registration is available until: 8/9/2017
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FOOD FOR THOUGHT SPONSORED BY

 

Passport to Retirement

Thursday, August 10, 2017 | 5:30 pm - 6:30 pm (Check-in begins at 5:00 pm)

Credit: 1 LU | Cost: AIA Members: Free / Non-members: $25

Program:

Program has been developed to help participants learn more about planning for a comfortable retirement. It is designed to provide the tools necessary to make more informed decisions regarding financial future.  The program includes information needed to assess the cost associated with retirement, determine sources of retirement income, improve investment potential, reduce financial risk and help preserve the estate for heirs. Participants will discover how to fight the effects of inflation, avoid unnecessary taxes, and protection from the potentially devastating costs associated with long-term care.  

Participants will discover how to integrate important concepts to help prepare for retirement. The decisions made in these key areas will ultimately determine financial success. Through examples, exercises, and case studies, participants will discover how to take control of their finances and position themselves for a brighter financial future.

Learning Objectives:

1.  Upon completion of this program, participants will analyse and assess the costs of retirement and reduce financial risk.

2.  Participants will implement a plan to set realistic retirement goals and identify sources of income.

3.  Participants will determine how to invest now for the future and manage their tax plans. 

4.  Participants will employ strategies to help protect wealth and assets.

Presented by:

 

John Amendola, Financial Advisor

John recently joined Virginia Asset Management from Piedmont Investment Advisors, L.L.C. where he served as Senior Vice President and Portfolio Manager with the firm managing over $2.5 billion in assets. Formerly, he founded and acted as Chief Investment Officer of Centerwood Partners, L.L.C., a wealth management firm serving high net worth individuals, family offices and retirement plans. Additionally, he has held other executive positions with KDI Capital Partners, L.L.C.  and management positions in finance and real estate with McDonalds’s Corporation. Prior to that, John worked with Price Waterhouse. 

John earned his Certified Public Accountant (CPA) designation in 1991. He is also a registered representative (Series 7) and investment advisory representative (Series 63 and Series 65) with Securian Financial Services, Inc. 

John graduated from Marshall University in 1986 with a Bachelor of Business Administration (B.B.A.)where he was chosen as a Rhodes Scholar finalist and was captain of the men’s basketball team his senior year. 

John resides in Raleigh, N.C. with his wife and three children. He is the founder and President of the USFC, a 501-C charity, benefitting local youth. John has served on various boards and held vice chairman and secretary positions. 

Michael Pugh, CLU, ChFC, CLTC,

Partner, Financial Advisor

Michael graduated from Hampden Sydney College in 1990, with a B.A. in Political Science and Liberal Arts, and from Medical College of Virginia in 1995, with a Masters Degree in Health Administration. He earned the Chartered Life Underwriter and the Chartered Financial Consultant designations from the American College. Michael is also certified in Long Term Care.

Prior to joining Virginia Asset Management, Michael served as an Assistant Vice President at Southside Regional Medical Center and as the Executive Director of the Community Memorial Healthcenter Physician-Hospital Organization, LLC. Michael entered the financial services business in July 1999. He is a licensed life and health insurance agent, as well as an Investment Advisor Representative with Securian Financial Services, Inc. Michael is a member of the National Association of Insurance and Financial Advisors.

Michael lives in South Hill with his wife, Lisa, and four children, Christopher, Elizabeth, Hannah and Carson. He spends his "spare" time coaching and attending various youth sports and activities.

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 THANK YOU ANNUAL AIA TRIANGLE PLATINUM SPONSORS!  

                   

 


          

                   

 
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