Open University Fall Schedule
Financial Classes

403 B Changes – What Should You Do?
403 B Changes - Are You in the Right Plan?
What every Baby Boomer needs to Know about Social Security
Numismatic Coins – A Rare Investment Strategy
Absolute Strategies and Advanced Investing

403 B Changes – What Should You Do?
VT made significant changes to the 403B program and is requiring all faculty/staff to make decisions as of Oct. 1. Which program is right for you?  The financial team of Joel S. Williams | An Alliance of Wealth Advisors has trained, licensed, knowledgeable and experienced advisors who can help. JSW will provide strategic guidance to the many questions raised by the recent changes made to Virginia Tech’s 403B program. Can you catch-up if some of this year’s funds were not invested? What happens to the money in the old programs?   Join JSW for an enlightening evening.   To learn more about Joel S. Williams I An Alliance of Wealth Advisors visit www.JoelSWilliams.com. $7, all class fees donated to the YMCA at Virginia Tech. 

Dates	Day	Time	Location
9/10	Thursday	6-7:30pm	Lancaster House

403 B Changes – Are you in the Right Plan?
VT changed the 403B program and required all faculty/staff to select one of three platforms. How do you know if the plan you are in is best for you? JSW has trained, licensed, knowledgeable and experienced advisors who can help. The financial team of Joel S. Williams | An Alliance of Wealth Advisors will provide strategic guidance to the many questions raised by the recent changes made to Virginia Tech’s 403B program. Which program is right for you? Can you catch up if some of this year’s funds were not invested? What happens to the money in the old programs? Join JSW for an enlightening evening. To learn more about Joel S. Williams I An Alliance of Wealth Advisors visit www.JoelSWilliams.com.   $7, all class fees donated to the YMCA at Virginia Tech.

Dates	Day	Time	Location
10/8	Thursday	6-7:30pm	Lancaster House

What every Baby Boomer needs to Know about Social Security
Is there going to be any money for you? When should you apply? What happens if you had a life change like divorce or widowhood? These are just a few of the topics to be addressed by the strategic guidance team of Joel S. Williams | An Alliance of Wealth Advisors. This program is designed especially for those nearing retirement and seeking an understanding of how to plan effectively. Bring your questions and bring a friend. To learn more about Joel S. Williams | An Alliance of Wealth Advisors visit www.JoelSWilliams.com. $7, all class fees donated to the YMCA at Virginia Tech

Dates	Day	Time	Location
10/22	Thursday	6-7:30pm	Lancaster House

Numismatic Coins – A Rare Investment Strategy
Numismatics (the technical term for collectible coins) is not the same as gold coins whose only value comes from the metal from which they are made. Join the team of Joel S. Williams | An Alliance of Wealth as they introduce an Alliance partner who is a premier numismatic manager. This will be an informative and fun workshop providing education on this type of investment strategy. To learn more about Joel S. Williams | An Alliance of Wealth Advisors visit www.JoelSWilliams.com. $7, all class fees donated to the YMCA at Virginia Tech.

Absolute Return Strategies and Advanced Investing
Are you wondering if “Staying the Course” is the right action for your financial portfolio in this current economic climate? Join the strategic guidance team of Joel S. Williams | An Alliance of Wealth Advisors as they present a few other options. This is an evening to bring your questions and hear about financial strategies that may be appropriate to consider. To learn more about Joel S. Williams | An Alliance of Wealth Advisors visit www.JoelSWilliams.com. $7, all class fees donated to the YMCA at Virginia Tech. Registration deadline is Monday Oct. 5

Dates	Day	Time	Location
10/15	Thursday	6-7:30PM	Lancaster House

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