FINANCIAL STRATEGIES FOR SUCCESSFUL RETIREMENT®

SEMINAR REGISTRATION

Location: Virginia Wesleyan University
5817 Wesleyan Drive, Greer Environment Sciences Center, Room 255
Virginia Beach, VA 23462

Class Options:
2 Series | *1 class session per week for 4 weeks | 4 evenings total | 2 hour classes*
Pick your class (Series 1 or Series 2)

Select your Class Series: 
We offer two different series (Tuesday Series & Thursday Series). Please choose which days you can commit to.

SERIES 1

TUESDAYS

Schedule:
Tue, July 11th @6PM-8PM
Tue, July 18th @6PM-8PM
Tue, July 25th @6PM-8PM
Tue, August 1st @6PM-8PM

SERIES 2

THURSDAYS

Schedule:
Thu, July 13th @6PM-8PM
Thu, July 20th @6PM-8PM
Thu, July 27th @6PM-8PM
Thu, August 3rd @6PM-8PM

INSTRUCTOR:

DANIEL PENNANT

LPL Financial Advisor

Covering Common Financial Mistakes:

  • Not saving enough for retirement
  • Putting off financial planning
  • Not choosing the appropriate mix of
    investments
  • Avoiding estate planning
  • Not knowing how much money you’ll need to retire
  • Missing out on tax-reduction strategies
  • Paying costly retirement plan fees a n d penalties

This course will be relevant if you are nearing retirement, already retired, or just beginning to develop your retirement plan.

Investing a few hours of your time at our Financial Strategies for Successful Retirement® course can pay off immediately.

To achieve a better retirement, preparation is crucial, and Financial Strategies for Successful Retirement® comprehensively covers all aspects of retirement planning. By attending this class, you will gain more confidence in dealing with financial advisors. Although this seminar is intended for individuals who are at least 50 years old with a net worth of $1 million or more, it is open to anyone who wants to be better prepared for retirement.

If you register for the seminar in advance, the fee is $49, which includes admission for you and a guest, as well as one workbook and set of materials to share.

If you register on the day of the seminar, the fee is $69.

If you and your guest both want your own course materials, additional workbooks can be purchased for $31 each.

The financial consultants of Pence Financial Group are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Seminar Venue:

Virginia Wesleyan University
5817 Wesleyan Drive,
Greer Environment Sciences Center, Room 255
Virginia Beach, VA 23462

**Parking: Please park at the large parking lot at the front of the building**

SEMINAR DETAILS

  • REGISTRATION FEE

    $49.00

    ($69.00 at the door)

  • SESSIONS

    1 night per week over 4 weeks
    (4 Sessions total)

  • DURATION

    2 Hours each session (10-15 min break)

  • COURSE MATERIAL

    1 COMPLIMENTARY WORKBOOK (Additional workbooks may be purchased for $31 if you and your guest would both like to have your own course materials).

This course is divided into 4 sessions, held once a week for four weeks. Each session lasts 2 hours, with a 10-15 minute break included during which you can enjoy complimentary refreshments.

It is required that you register ahead of time to guarantee that you receive course materials.

To finalize your registration, please fill out the form below. We will send you an email invoice to complete payment.

Accepted Payment Methods:

  • Credit/Debit Card (Visa, Mastercard, American Express, Discover, JCB Diners Club)
  • Digital Wallet (GooglePay, ApplePay or Microsoft Pay) will be available to registrants who have saved payment information on their device when Credit/Debit Card is selected as an accepted payment method
  • ACH (Bank Checking)

After confirming your registration, we will send you a letter detailing the dates you have chosen to attend the course.

CONTACT US

If you have questions or need assistance, please feel free to contact us.

VIRGINIA BEACH OFFICE

Complete the form below to save your seat.

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MORE ABOUT US

At the end of the day, our purpose is to help you grow your wealth to empower your purpose through retirement and beyond to extend your legacy. We are here to walk with you every step of the way so that all the hard work that went into generating your wealth has a more permanent impact.

OUR STORY

We foster a relationship based on trust, service and transparency. Our commitment is to you.

OUR TEAM

You’ll have a qualified team of professionals devoted to helping you pursue your financial goals.

OUR PROCESS

How is Pence Financial Group distinct? Learn more about our innovative process and approach that serves your financial needs.

OUR MISSION

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

OUR INVESTMENT APPROACH

Learn more about our Choke Point Investing™ strategy and take advantage our proprietary investment approach.

ABOUT LPL FINANCIAL

Learn more about LPL Financial’s  competitive resources you can take advantage of with Pence Financial Group.

The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances.

Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.

WE ARE A FIDUCIARY FIRM

The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client.

We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances.

Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.