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Location
Middleburg, VA 39.01-77.75 20117US
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Members
8 Lifestyle Investors
Rating
Wealth Creation and Retention Strategies for Loudoun No recent ratings
Meetup topics
Founded
June 24, 2009

This is NOT a get rich quick metup.
Anyone interested in planning today for a secure financial future should consider this group. Exceptional candidates include those who are concerned with:

-stock market losses
-recovering stock market losses
-poorly performing 401K's and 403B's
-reducing income taxes
-creating lifetime income
-funding college
-financial security for loved ones
-wealth conservation

Topics will include Retirement Planning for Women, Roadblocks to Retirement, Staying the Course, Portfolio Design, Asset Allocation, Investment Options, Annuities, Stocks, Bonds, Revocable Living Trusts, Probate, Retirement for Teens, and more. Often a guest speaker will be invited to lecture.

Meetings will be held at various Community Centers around the county, not in a salesman's office! Locations will be posted as interest arises. My intention is to hold at least two meetings a month to allow everyone a choice of dates.

Let's prosper together!

Michael Johnson

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Join Wealth Creation and Retention Strategies for Loudoun

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What's new?

  • Oct 18
    • New member
      Phyllis
      “I want to learn as much about financial issues as possible so I can plan for a happy and healthy retirement.”
  • Jul 20
  • Jul 13
    • New member
      clarissa
      “I want to learn more about financial planning.”
  • Jun 27
    • New member
      Chris
      “I do not live in the area but often visit. I have an interest in all things finance! Sounds like a good group.”
  • Jun 24
    • New discussion
      Welcome to your Meetup group's...
      Started by Meetup HQ.
    • New member
      Michael Johnson
      “I understand that financial planning is more confusing than ever. My intention is to bring information to the community in an understandable format, and assist in creating and implementing strategies which will enable them to achieve their goals.”
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