Winning at Retirement Educational Workshops
Our goal is to empower you to feel confident about your future. One way we achieve this is through our Winning at Retirement educational workshops. We go beyond simply outlining the "what" of a financial plan by also explaining the "why," ensuring that the individuals and families we serve make well-informed decisions about their finances. Our Winning at Retirement educational workshops explore a broad range of topics to guide you toward achieving your financial and lifestyle goals.
The Benefits of Working with a Corporate Trustee
February 26, 2026 at 4:00 PM
Join us for an engaging and informative discussion with Isaac Wright, CFP®, ChFC® and special guest Michael Nicolini, Vice President and Senior Fiduciary Officer at Members Trust Company. This is a wonderful opportunity to gain professional insight into how thoughtful trust and estate strategies can help safeguard your legacy and support your long-term financial goals.
Call 804.777.9999 to reserve your seat today!
Location: Financial Dynamics Office
The Benefits of Working with a Corporate Trustee
February 26, 2026 at 1:00 PM
Join us for an engaging and informative discussion with Isaac Wright, CFP®, ChFC® and special guest Michael Nicolini, Vice President and Senior Fiduciary Officer at Members Trust Company. This is a wonderful opportunity to gain professional insight into how thoughtful trust and estate strategies can help safeguard your legacy and support your long-term financial goals.
Call 804.777.9999 to reserve your seat today!
Location: Financial Dynamics Office
Key Financial Insights for 2026
January 20, 2026 at 1:00 PM
Join us for an engaging conversation with Isaac Wright, CFP®, ChFC® and special guest John Buchanan from Savos Investments. Together, they'll share key financial insights for 2026, including trends shaping the markets, considerations around taxes and healthcare, and strategies for navigating an evolving economic landscape. Don't miss this opportunity to gain professional guidance on maintaining a balanced portfolio and building long-term financial resilience in a changing market.
Call 804.777.9999 to reserve your seat today!
Location: Financial Dynamics Office
Key Financial Insights for 2026
January 20, 2026 at 10:00 AM
Join us for an engaging conversation with Isaac Wright, CFP®, ChFC® and special guest John Buchanan from Savos Investments. Together, they'll share key financial insights for 2026, including trends shaping the markets, considerations around taxes and healthcare, and strategies for navigating an evolving economic landscape. Don't miss this opportunity to gain professional guidance on maintaining a balanced portfolio and building long-term financial resilience in a changing market.
Call 804.777.9999 to reserve your seat today!
Location: Financial Dynamics Office
Smart Strategies to Build and Protect Your Wealth
October 7, 2025 at 6:00 PM
Join Isaac Wright, CFP®, ChFC® and Kezia Samuel, Chief Market Strategist at AssetMark, as they explore the real forces shaping today's markets - from legislative changes and inflation to interest rates and even AI - and how these trends could impact your wealth in the years ahead.
Call 804.777.9999 to reserve your seat today!
Location: Salisbury Country Club
Estate Planning Essentials
August 5, 2025 at 1:00 PM
Join us for our upcoming Winning at Retirement educational workshop with Isaac Wright, CFP®, ChFC® and Estate Planning Attorney Jean Reynolds as they discuss estate basics, disability planning, new tax laws, and additional considerations to align your estate plan with your retirement goals.
Call 804.777.9999 to reserve your seat today!
Location: Financial Dynamics Office
Estate Planning Essentials
August 5, 2025 at 10:00 AM
Join us for our upcoming Winning at Retirement educational workshop with Isaac Wright, CFP®, ChFC® and Estate Planning Attorney Jean Reynolds as they discuss estate basics, disability planning, new tax laws, and additional considerations to align your estate plan with your retirement goals.
Call 804.777.9999 to reserve your seat today!
Location: Financial Dynamics Office
Ready to Take the Next Step?
Speak with one of our financial planners today to learn more about how our comprehensive financial planning and investment management services can help you achieve your retirement and lifestyle goals.
