Larry Grogan

Grogan Advisory Services

Thursday, October 19, 2006 at 6:30 PM

Topeka Steakhouse
55 Town Center Way 757.896.9696
Hampton, VA 23666

There have been many changes to retirement regulations since 2001. This presentation will cover many of those changes and provided detailed examples of how those changes can affect your retirement future.

We will also discuss specific financial planning strategies that can have a major impact on the value of your retirement assets. Have you ever considered implementing the Net Unrealized Asset strategy to reduce your tax burden at retirement? What can I do to make my IRA last for multiple generations? What current and future events may change my retirement lifestyle? What can I do now to give the greatest flexibility for tomorrow?

We will look at tax regulations, current workplace issues, and strategic planning issues you can implement today to make tomorrow a better day for yourself. This presentation is suitable for all engineers, regardless of age, who want to make their retirement all that it should be.

Biographical Sketch: Larry N. Grogan is President of Grogan Advisory Services. Serving IEEE since 2005, Grogan Advisory Services is an independent financial services firm focusing on planning to strategically guide their clients through life stages.

Grogan Advisory Services offers complete financial planning, asset management, insurance, analytical portfolio analysis, and consultation. Grogan Advisory Services was established in 2001, determined to provide clients unbiased opinions and recommendations. Our research comes from multiple sources in order to present a scope of intelligent opinions. Able to offer over 11,000 mutual funds, unlimited stocks and bonds, Grogan Advisory Services ensures specialized investment programs for our clients to responsibly meet their needs - both financially and socially.

Our financial planning program is unique to financial professionals. The software is updated annually with new tax laws and investment results. The presentation provides the client both analytical and graphic illustrations of topics such as Estate Preservation, Retirement Income, College Savings, Insurance, and Tax Minimization.

Reservations: Reservations are recommended. Please RSVP to by 13 October 2006.

Checks: Checks should be made out to IEEE and brought to the meeting.

Directions

From Norfolk:

Take the HAMPTON RDS CENTER PKWY WEST exit- exit number 261A. 0.3 miles
Merge onto HAMPTON ROADS CENTER PKWY. 0.5 miles
Turn RIGHT onto VA-600 N/BIG BETHEL RD. 0.1 miles
Turn RIGHT onto TOWNE CENTRE WAY. <0.1 miles
End at 55 TOWN CENTER WAY HAMPTON VA

From Williamsburg:

Take the HAMPTON RDS CENTER PKWY WEST exit- exit number 261A. 0.2 miles
Merge onto HAMPTON ROADS CENTER PKWY. 0.2 miles
Turn RIGHT onto VA-600 N/BIG BETHEL RD. 0.1 miles
Turn RIGHT onto TOWNE CENTRE WAY. <0.1 miles
End at 55 TOWN CENTER WAY HAMPTON VA

Personalized directions from Yahoo

• 6:00 PM Executive Committee Meeting
• 6:30 PM Social Period
• 7:00 PM Dinner
• 8:00 PM Technical Presentation

Meal Costs

• Your choice of any entree from Topeka's extensive menu. Drinks and gratuity are included.
• Members & Guests: $20.00
• Students$10.00
• There is no charge to attend the presentation.