HMSTC – Hollin Meadows Swim and Tennis Club
Auction Ends: Sep 18, 2021 08:00 PM EDT

Services

Retirement Planning Course & One Hour Consultation

Item Number
261
Estimated Value
$300 USD
Sold
$50 USD to dhe5acfc3
Number of Bids
1  -  Bid History

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Item Description

 

Adulting is hard... but is doesn't have to be with 4J Wealth Management.

4J Wealth Management is offering two online retirement planning courses and a one hour consultation follow-up.  Make 2021 the year you get your financials in order.  

More details on 4J Wealth:  

4J Wealth Management, LLC is a personal financial planning firm located in Old Town, Alexandria. They have been conducting quarterly retirement planning courses in Alexandria & Springfield for over 6 years. Classes were formerly held at NOVA Springfield Campus & Hollin Hall Senior Center. Due to Covid classes are now online. The course is made up of 2, 2-hour long, classes. Attendees are offered a 1-hour complimentary consultation.

Retirement Planning Today® ? Due to the recent tax law changes, an uncertain future for Social Security & the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains strategies that help you to make informed financial decisions. This course shows you how to assess your financial situation & develop a personalized plan to achieve your retirement goals. It examines many aspects of personal finance & how they can work together to create an integrated retirement plan. This course is educational & non-commercial. No specific financial products are discussed or sold.

Complimentary 1hr Consultation ? If you have financial questions that are personal in nature or relate to specific financial products, you may arrange to meet privately with the instructors after the course is complete.

Your instructor is Joshua Goulding, CFA, CFP®. Josh is a graduate of Georgetown University where he earned a BA in Psychology & Pre-Med Studies, as well as an Executive Certificate in Financial Planning. 4J Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where 4J Wealth Management, LLC & its representatives are properly licensed or exempt from licensure.

Upcoming Classes are from 6pm to 8pm:

Thursdays Sept 30th & Oct 7th   OR Tuesdays Oct 5th & Oct 12th

 
This item has been graciously donated by Jennifer Hutton and 4J Wealth Management.