LoVasco Financial Wellness Resources

Financial Wellness Resources

a table with papers and laptop on it, people standing around and looking at the charts.

An Introduction to Your Plan

The video below is a quick introduction of your plan from your LoVasco Retirement Plan Advisor.

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I’d like to maximize my retirement savings. What is the limit on how much I can contribute?

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.

Looking for your employee benefits information?
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Attend a live training.

Join participants from around the nation in a live virtual session where you can actively participate in the conversation.
Upcoming Live Sessions

This webinar will address how to position your retirement portfolio for current events and for your personal financial situation.

Financial markets update
Impact of current events on the market
How to position your portfolio
Date

April 17, 2024

Virtual Session

PRESENTER
Christopher Schuppe

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.

Current state of retirement in the U.S.
Different sources of retirement income
Guidance on best investing practices for retirement
Date

May 22, 2024

Virtual Session

PRESENTER
Christopher Schuppe

This webinar focuses on investment basics, recent market movements, cryptocurrency, and provide a framework of how to invest to achieve your goals.

What is the difference between a stock and bond?
Market movements and newsworthy events
Framework of how to invest to achieve your goals
Date

June 12, 2024

Virtual Session

PRESENTER
Jim Chapman
Three people sitting at a small table, looking at a laptop screen and some papers.

Browse previously recorded webinars & trainings by topic.

Recently Recorded

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.

How to evaluate your student debt situation
Prioritize education savings goals in your household
Savings/investment accounts to achieve your goals
Recorded on

Mar 14, 2024

PRESENTER
Jim Chapman

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.

Current state of retirement in the U.S.
Different sources of retirement income
Guidance on best investing practices for retirement
Recorded on

Feb 20, 2024

PRESENTER
Christopher Schuppe

In this session, we'll focus on a repeatable methodology to better position your household to feel in control with your finances.

Prioritize your financial goals
Feel in control of your finances
Improve your financial wellness
Recorded on

Nov 15, 2023

PRESENTER
Jim Chapman

This webinar will address how to position your retirement portfolio for current events and for your personal financial situation.

Financial markets update
Impact of current events on the market
How to position your portfolio
Recorded on

May 1, 2023

PRESENTER
Christopher Schuppe

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.

Where to begin with your estate plan
Why estate planning is necessary and best practices
Where to begin with your estate plan
Recorded on

Sep 13, 2022

PRESENTER
Christopher Schuppe

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.

Life and disability insurance basics
Types of life and disability insurance
Life and disability insurance for your situation
Recorded on

Aug 10, 2022

PRESENTER
Jim Chapman

Schedule a no-cost-to-you meeting with a LoVasco advisor.

If you'd like to schedule a a private meeting with a LoVasco representative, please select an individual below.

Schedule 1-on-1 Meeting

Here's what to expect:

1

Schedule a meeting.

Click on the button below and follow the prompts to find a time that is most convenient for you.

2

Prepare your questions.

We are prepared to talk about anything related to retirement or financial wellness.

3

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.

Schedule a One-On-One Meeting

Christopher Schuppe

Consultant

Retirement Plan Consulting

As a retirement plan consultant at LoVasco, Chris supports 401(k)& 403(B) plan sponsors in their fiduciary governance process, including strategic plan design, investment oversight, and vendor management. In addition, Chris works closely with plan participants to provide financial wellness resources with the intent to positively impact retirement planning outcomes.    

Chris brings over 20 years of financial consulting experience.  As a seasoned professional, Chris has an extensive background in qualified and nonqualified plan advisory, individual financial planning, and strategic design of complex estate and business succession solutions.  

Chris and his wife Renee are devoted to the Michigan foster system, having co-founded PBJ4kids with the mission to provide a better journey for kids in care.  In addition to mentoring local children in the Michigan foster system, PBJ4kids hosts a week-long summer camp that offers local foster children a unique opportunity to create positive childhood memories.

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