Please join us for our Luncheon Program at Kenwood Country Club.
Session 1: Coming Soon: Virginia’s State-Facilitated Private Retirement Program with Peter Thompson, Retirement Program Director, Virginia529
In 2021, the Virginia General Assembly passed legislation directing Virginia529 to establish a state-facilitated private retirement program. RetirePath Virginia will address existing gaps and inequities by expanding access to retirement savings and providing more Virginians with a path to economic security. Thousands of Virginians may find themselves with a better retirement outlook and, perhaps, a need for professional financial advice. This session will provide an overview of RetirePath Virginia, scheduled to launch in July 2023, and explore opportunities for financial professionals.
Session 2: Steven Kirkpatrick: The Reverse Mortgage an Essential Tool in the "Retirement Income Toolbox"
2 CFP CE Pending!