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 $22,500 of your total annual compensation, and if you turn 50 or older in 2023, 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.
This webinar will address how to position your retirement portfolio for current events and for your personal financial situation.
October 11, 2023
Learn about the current state of social security in the U.S., it's benefits, and how social security fits into your retirement plan.
November 15, 2023
LoVasco welcomes personal insurance expert, Kyle Reetz of Action Benefits, to discuss how to incorporate health care coverage at age 65 and beyond whether you are retired or not.
December 13, 2023
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.
January 17, 2024
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.
February 14, 2024
In this session, we'll focus on a repeatable methodology to better position your household to feel in control with your finances.
March 13, 2024
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Browse previously recorded webinars & trainings by topic.
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.
In this session, we'll focus on a repeatable methodology to better position your household to feel in control with your finances.
This webinar will address how to position your retirement portfolio for current events and for your personal financial situation.
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.
LoVasco welcomes personal insurance expert, Kyle Reetz of Action Benefits, to discuss how to incorporate health care coverage at age 65 and beyond whether you are retired or not.
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.
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 MeetingHere's what to expect:
Schedule a meeting.
Click on the button below and follow the prompts to find a time that is most convenient for you.
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.
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.
