Virtual Market State of the Union
A Webinar Event
Dave Lopez was joined by Leslie Lipscomb, Senior Vice President at Financial Independence Group, and Austin Fitch, Senior Analyst at Horizon Investments, to talk about the latest impacts COVID-19 has had on the economy, markets, and overall retirement landscape along with a focus on betashield models.
The opinions voiced in this material are for general information only and are not indented to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investment advisory and financial services are offered through AlphaStar Capital Management, LLC (“Alphastar”), a registered investment adviser. AlphaStar Capital Management, LLC & ILG Financial LLC are independent entities. This content is intended solely for educational purposes and is not an offer or solicitation for the sale or purchase of any security or other financial instrument or to adopt a particular investment strategy. All information contained herein is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. The information contained herein is as of the date referenced and Alphastar does not undertake any obligation to update such information in any form or format. Information is subject to change without notice and is not intended and should not be interpreted as specific investment advice for you or your investment portfolio. Since individual circumstances vary, you should consult your legal, tax, or financial advisers for specific information.
Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.