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NEXT MEETING:   February 27

Topic:   Financial & Tax Planning Location:  MC or Online

Speaker:  Andrew Sageser, CPA, Tax Director for the Greater Richmond Region, Forvis Private Client Services

Join Andrew as he discusses informative tips on tax planning for retirees. Learn how to better prepare for the tax season by reviewing your withholdings and your withdrawals. Andrew will share some of the benefits partnering with a CPA can provide and also share some information regarding financial investment strategies.

Register by clicking here: February 2024 Monthly Meeting - Speaker on Financial - Tax Planning


IN CASE YOU MISSED IT!

Jan 23rd Event:    Health & Wellness - Keeping Your Mind Healthy

Here is a link to the presentation slides for a Healthy Mind and Body in Retirement available in the Members-only Minutes/Documents section.  Healthy Mind & Body in Retirement


2024 Monthly Meeting Planner

  • February 27 Financial/Tax Planning - Forvis Private Client Svs
  • March 26  Fraud, Scams, Identity Theft 
  • April 23   Sales Opportunities and Challenges
  • May 28  Volunteer Activity - FeedMore
  • June  Picnic at Huguenot Park
  • July 23 Lewis Ginter Botanical Gardens Tour
  • August 27 Medicare topics – Via Benefits
  • September 24 State of the Business & Member Appreciation
  • October 22 Benefits update for 2025
  • November 19 Election 2024 Discussion
  • December  Holiday Luncheon

    Click Below to Register !

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    Become a Member!

    To register online, just click JOIN in the top navigation bar. Then complete the application to sign up for online access. Once approved, you can log in to gain access to our Members-Only section. For more information on (Richmond) PMARA membership, CLICK HERE

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