703-915-9153


Contact Judy
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4115 Annandale Road
Suite 300
Annandale, VA 22003

Contact Judy Viccellio

Workshops that target retirees, veterans, and non-profit organizations

Fast-Paced Presentations on Financial Literacy and Retirement Plannning

  • The 5 Core Competencies of Financial Literacy
  • How to Create Your Own Personal Financial Strategy
  • Risk and Asset Allocation
  • The 5 "L's" of Retirement 
  • The 5 Key Threats to Retirement Income and How to Plan Ahead
Past presentations include:  American Legion Conferences, World Bank, Veterans and Active-Duty Military Groups, Federal Agencies, Churches, Women's organizations, Schools.

Please call Judy Viccellio at 703-915-9153 to preview financial workshops, and to schedule a virtual or in-person workshop for your group.  Presentations can be customized for your particular needs and focus.
 

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American Amicable
Assurity
Lincoln Financial Group
Mass Mutual
Mutual Trust
National Life
Nationwide
North American Company
Transamerica