Financial Wellness Resources

We're excited to offer you access to online educational sessions and an opportunity to schedule one-on-one meetings with LoVasco's retirement plan consultants.

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Financial Wellness Education Sessions
Upcoming Live Session
Recording Avaialble

Preparing for Retirement: Retirement Income, Roth vs. Pre-tax, and Beyond

Date

Dec 9, 2022 9:00 AM

Dec 5, 2022 12:00 PM

Recorded On

June 22, 2022

Upcoming Live Session
Recording Avaialble

Understanding Medicare and Health Care in Retirement

Date

Nov 2, 2022 9:00 AM

Nov 16, 2022 2:00 PM

Recorded On

November 2, 2022

Upcoming Live Session
Recording Avaialble

Financial Markets Update: What Action You Should Take Right Now

Date

Oct 12, 2022 9:00 PM

Oct 21, 2022 12:00 PM

Recorded On

October 21, 2022

Upcoming Live Session
Recording Avaialble

A Roadmap to Estate Planning: Featuring Giarmarco, Mullins & Horton, P.C.

Date

Sep 13, 2022 9:00 AM

Sep 19, 2022 12:00 PM

Recorded On

September 13, 2022

Upcoming Live Session
Recording Avaialble

Life and Disability Insurance: What Do You Actually Need?

Date

Aug 10, 2022 9:00 AM

Aug 22, 2022 12:00 PM

Recorded On

August 10, 2022

Upcoming Live Session
Recording Avaialble

Explaining Social Security

Date

May 12, 2022 9:00 AM

May 23, 2022 12:00 PM

Recorded On

May 12, 2022

Upcoming Live Session
Recording Avaialble

Saving for Higher Education and Student Debt Management: Planning Strategies, Savings Vehicles, and Student Debt

Date

Apr 18, 2022 9:00 AM

Apr 29, 2022 12:00 PM

Recorded On

April 29, 2022

Upcoming Live Session
Recording Avaialble

New Year's Financial Resolutions & Cash Flow Management: How Should You Handle Each Paycheck to Lead to Financial Wellness

Date

Jan 19, 2022 9:00 AM

Jan 24, 2022 12:00 PM

Recorded On

January 24, 2022

Upcoming Live Session
Recording Avaialble

Stock Market 101: The Basics, Recent Market Movements, Cryptocurrency, and Your Investment Strategy

Date

May 25, 2021 9:00 AM

May 27, 2021 9:00 AM

Recorded On

May 27, 2021

Upcoming Financial Wellness Webinars
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Recently Recorded Financial Wellness Webinars

Topic

Preparing for Retirement: Retirement Income, Roth vs. Pre-tax, and Beyond

PResented on

June 22, 2022

Topic

Understanding Medicare and Health Care in Retirement

PResented on

November 2, 2022

Topic

Financial Markets Update: What Action You Should Take Right Now

PResented on

October 21, 2022

Topic

A Roadmap to Estate Planning: Featuring Giarmarco, Mullins & Horton, P.C.

PResented on

September 13, 2022

Schedule a One-On-One Meeting

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

Chris Burke
Chris Burke
Senior Consultant
Retirement Plan Consulting
Schedule a MeetingRead Bio
Jim Chapman
Jim Chapman
Consultant
Retirement Plan Consulting
Schedule a MeetingRead Bio
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LoVasco Consulting Group and their agents are presently licensed to sell traditional life insurance in Michigan as a resident producer and numerous other states as a nonresident producer. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. Proper state registration is mandatory prior to conducting business in any state. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. LoVasco Consulting Group is owned and operated independently from M Holdings Securities, Inc. LoVasco Consulting Group is a member of M Financial Group. Please click here for further details regarding this relationship.