LoVasco Financial Wellness Resources
Financial Wellness Resources
An Introduction to Your Plan
The video below is a quick introduction of your plan from your LoVasco Retirement Plan Advisor.
Frequently Asked Questions
You can personally defer up to $23,000 of your total annual compensation, and if you turn 50 or older in 2024, you can defer an additional $7,500 catch-up into the plan. Deferrals can be made on a pre-tax, Roth, or any combination thereof.
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Learn about the current state of social security in the U.S., it's benefits, and how social security fits into your retirement plan.
September 18, 2024
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Browse previously recorded webinars & trainings by topic.
This webinar discusses insurance basics, assess the pros/cons/costs of each type, and provide you with a framework to evaluate the best use of life and disability insurance for your personal situation.
Aug 21, 2024
This webinar is not only focused on helping those close to retirement but can also provide valuable context for younger employees to best position yourself for success.
May 22, 2024
This webinar will address how to position your retirement portfolio for current events and for your personal financial situation.
Apr 17, 2024
This session will discuss the current climate, illustrate how to prioritize education savings goals in your household, and discuss various savings/investment accounts to achieve your goals.
Mar 14, 2024
In this session, we'll focus on a repeatable methodology to better position your household to feel in control with your finances.
Nov 15, 2023
LoVasco welcomes estate planning attorneys Ryan McNeil and John Giarmarco from Giarmarco, Mullins & Horton, P.C. to discuss how to successfully incorporate estate planning into your personal financial plan.
Sep 13, 2022
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We are hired by your employer but are not dictated by them. Our conversations are 100% confidential, as they would be with any advisor, and our guidance is neutral and straightforward.
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Jim Chapman
Consultant
Retirement Plan Consulting
As a consultant on the Retirement team, Jim leverages his technical background as a retirement plan and equity research analyst to advise plan sponsors on their retirement benefit programs. Beyond the daily task of supporting clients, Jim plays a key role in monitoring plan investments, educating employees, and business development.
Outside of the office Jim is active in the Investment Professionals Charity (IPC) which seeks to offer financial wellness education to high school students in the Detroit area. He enjoys spending time with his family and friends, and is also an avid golfer having played four years at the collegiate level.