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.
Attend a live training.
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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Learn about the current state of social security in the U.S., it's benefits, and how social security fits into your retirement plan.
This webinar focuses on investment basics, recent market movements, cryptocurrency, and provide a framework of how to invest to achieve your goals.
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Schedule 1-on-1 MeetingHere's what to expect:
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Prepare your questions.
We are prepared to talk about anything related to retirement or financial wellness.
Get unbiased advice.
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.
