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.
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.
November 14, 2024
Gain essential knowledge about the rules and regulations governing various retirement accounts, equipping you with strategies to optimize your savings and minimize tax burdens.
December 5, 2024
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Browse previously recorded webinars & trainings by topic.
In this session, we'll focus on a repeatable methodology to better position your household to feel in control with your finances.
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 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.
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.
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.
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:
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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.
Schedule a One-On-One Meeting
Michael Orsatti
Financial Wellness Advisor
Retirement Plan Consulting
As a Financial Wellness Advisor on the Retirement Team, Michael offers education and personalized financial advice to retirement plan participants. Upon graduating with a B.S. in Economics, Michael started his career in the banking industry before making a pivot into retirement and investments. Michael is passionate about helping individuals navigate the financial world, finding joy in guiding them through what can often be an intimidating process. His dedication lies in empowering people to achieve long term financial success.
In college Michael ran track and worked as a personal trainer, where he met his now wife, Grace. Outside of work Michael spends most of his time hiking, lifting, playing tennis, and chasing around his two year old girl, Kiara.
