Seminars

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Retirement Lunch Seminar- McCormick & Schmick Seafood- Reston, VA

The upcoming event is presented by WAVA's "Making Money Sense" radio show host, Larry Rosenthal. The Retirement Planning Seminar, “Seasons of the Economy”  focuses on the needs of area baby boomers, retirees, and anyone entering retirement in the near future. Come and join him for discussions on taking advantage of changes in market conditions, potentially avoiding the most common retirement planning pitfalls, Roth Conversion & stretch IRA's, Proper retirement & investment planning, Estate planning strategies, Tax reduction wealth accumulation strategies and Tax-wise retirement distribution. The attire is business casual and Lunch is provided compliments of Larry Rosenthal and Financial Planning Services.

 

Registration Information Needed:

1. Name

2. Home address

3. Home phone

4. Daytime phone

5. Birth date (for age verification)

6. Email 

When:	Tuesday, March 13, 2012 - 11:30am - 1:30 PM
Where:	McCormick & Schmick Seafood at Reston Town Center (11920 Democracy Drive/ Reston, VA 20910)
Host:	Larry Rosenthal
Phone:	703-330-3100
Directions:   Map of 11920 Democracy Dr Reston, VA 20190-5624 This event is sponsored in part by Ron Wright of Jackson National Life Distributors LLC

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Enroll Now!

Retirement Dinner Seminar- McCormick & Schmick Seafood- Reston, VA

The upcoming event is presented by WAVA's "Making Money Sense" radio show host, Larry Rosenthal. The Retirement Planning Seminar, “Seasons of the Economy”  focuses on the needs of area baby boomers, retirees, and anyone entering retirement in the near future. Come and join him for discussions on taking advantage of changes in market conditions, potentially avoiding the most common retirement planning pitfalls, Roth Conversion & stretch IRA's, Proper retirement & investment planning, Estate planning strategies, Tax reduction wealth accumulation strategies and Tax-wise retirement distribution. The attire is business casual and dinner is provided compliments of Larry Rosenthal and Financial Planning Services.

 

Registration Information Needed:

1. Name

2. Home address

3. Home phone

4. Daytime phone

5. Birth date (for age verification)

6. Email 

When:	Tuesday, March 13, 2012 - 7:00pm - 9:00 PM
Where:	McCormick & Schmick Seafood at Reston Town Center (11920 Democracy Drive/ Reston, VA 20910)
Host:	Larry Rosenthal
Phone:	703-330-3100
Directions:   Map of 11920 Democracy Dr Reston, VA 20190-5624

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Enroll Now!

Bear Necessities Breakfast Seminar

When:	Saturday, March 17, 2012 - 8:30 - 10:30am
Where:	Wildfire Steak, Chops & Seafood Restaurant Tysons Galleria - 3rd Floor 1714U International Drive McLean, VA 22102
Host:	Paul Gardiner
Phone:	703-330-3100