James W. Garrett

Upcoming events

  • October 24, 2019 8:30 am - October 24, 2019 12:00 pm

    Annual Continuing Education Workshop for the professional advising community.  This will be submitted for 3 hours of CE credit (Insurance, CFP,  Enrolled Agents, and CPAs). You can be the adviser who sees the issues and understands the solution!

    Topics to include:   

    • SECURE Act (IRA law changes) This is not yet law but has already passed the House.
    • Issues confronting Seniors contemplating remarriage (grey marriage).  There will be a discussion of several financial issues including income tax, social security, and Medicare.
    • Estate Administration- process of administering an estate through probate or through a trust.

    Breakfast and registration begin at 8:30 a.m.  Program begins at 9 a.m.

    Richmond
    Belmont Recreation Center
    1600 Hilliard Road
    Henrico, VA 23228