Event Information

Learning Outcomes

• Chelsi will discuss Working for You and Your Business.  As a Business Owner you've worked hard to build and grow your business.  Now is the time to make sure you protect what you've created and that your future will be benefited by your efforts.  Learn about retirement plans for businesses with or without employees; insurance products that can help you preserve your business should the unexpected happen; and estate considerations that are particular to business owners.
• Jennifer will explain how recent legislation is impacting business owners and what business owners need to know about RetirePathVA.  She will also discuss what resources are available to help business owners navigate the complexities of retirement plans as part of their employee benefits package.
  
  

Bio Chelsi Dildine:

Chelsi has been a Financial Advisor with Edward Jones since 2017. As a Financial Advisor, she enjoys taking the stress and uncertainty of finances and investments from her clients and replacing it with understanding and positive action. Outside of the office, Chelsi has been active in Arlington's nonprofit community as the Arlington Rotary Club's Community Service Coordinator since 2018. She was the 2020-2021 Rotarian of the Year for Northern Virginia's District 7610 and one of Northern Virginia's 40 Under 40 Honorees for 2023.

 Bio Jennifer Miller:

Jennifer Miller is a Retirement Plan Counselor at Capital Group|American Funds, responsible for relationship management and sales development in MD, DC and NoVA. She has 24 years of investment industry experience and has been with Capital Group for 8 years. Prior to joining Capital, Jennifer worked as a Regional Sales Director at Empower Retirement (formerly Great-West). She holds a bachelor’s degree in business administration from Towson University; her Certified Retirement Plan Specialist designation as well as all applicable FINRA licenses. Jennifer is based in Columbia, MD.