This educational workshop may help you secure and optimize the gains of your retirement savings. It is designed to be entertaining and easy-to-understand. Admission is by invitation only.
Seating is limited. Call or Email Today to Register - (540) 869-2880.
Stephen J. Locke, CFP®, ChFC, CLU, CLTC Certified Financial Planner Complimentary Portfolio Review, Asset Management, Risk Evaluation, ETF Funds, and Investment Advisory Services are offered through First American National Registered Investment Advisor.
Allen Fredericks Fredericks & Associates, LLC
Charles R. Alton, J.D., L.L.M., M.L.T., Attorney at Law Mr. Alton has two advanced law degrees from Georgetown University. One is in taxation. He worked from 1984-1991 in the office of the Chief Counsel of Internal Revenue Service in the area of income taxation of trusts and estates. He was also Assistant Branch Chief in the estate and gift tax subject area. He has been in private practice in the Winchester area since 1992.
Laura Hisey, CPA Laura graduated from Shenandoah University in 1997 with a Bachelor of Accountancy, summa cum laude. She has maintained close relationships with her clients, who come mainly from referrals of her other satisfied customers.
640-111 Warrior Drive Stephens City, VA 22655 (Next to Anytime Fitness)
Seating is Limited to Adults only. Bring up to three Friends.
NO SERVICES OR PRODUCTS WILL BE OFFERED DURING THIS WORKSHOP.
Download Workshop PDF
This educational event is absolutely free, but seating is limited, and reservations are required to attend. Please RSVP today to make a reservation. Seating is limited to adults only. Call 540.869.2880! We look forward to seeing you there!