Master Your Retirement Planning with our seminar "Women & Wealth"

Master Your Retirement Planning with our seminar.

Major Challenges

LONGEVITY RISK

Help ensure your savings last throughout your retirement.

INCOME STRATEGIES

Learn how you may be able to create consistent income and manage your assets.

HEALTHCARE COSTS

Prepare for the potential impact of rising healthcare expenses.

INFLATION IMPACT

Help protect the purchasing power of your assets against inflation.

Why you should attend

1. Professional Guidance

Gain access to a seasoned financial professional with retirement planning expertise.

2. Strategic Insights

Discover proven strategies to help maximize your retirement savings and income.

3. Personalized Approach

Learn how to tailor your retirement plan to fit your unique goals and circumstances.

LIMITED SPOTS ARE AVAILABLE

Culmore Library

6101 Knollwood Drive
Falls Church, VA 22041

Tuesday, April 29

6:00 PM

YOU CAN BRING ALONG A GUEST TO ATTEND THE WORKSHOP FOR FREE!

NOTE: This event is not sponsored by or affiliated with Culmore Library.

FINANCIAL SQUARE

1640 Boro Place, 4TH FLR

McLean, VA 22102

Presenter: Janine Frank

Session Topics

Retirement Landscape

An overview of the current retirement environment and key trends.

Tax-Advantaged Accounts

Maximize your contributions to tax-efficient retirement accounts.

Social Security

Strategies for timing your Social Security benefits for maximum gain.

Income Generation

Proven methods to help generate sustainable income in retirement.

Greg Lavelle, MBA

Founder & Owner

With over 25 years in retirement income planning, Greg focuses on wealth accumulation, tax efficiency, and legacy preservation.


His expertise includes Social Security, Medicare, and long-term care, providing tailored strategies to meet client needs.


Licensed in life and health insurance, as well as annuities, Greg is dedicated to offering reliable, client-focused retirement guidance.