EISP/Article 35 Potomac Region - Update June 23

Approach
Services
- Financial Planning
  Our financial planning process ensures our clients feel empowered to make informed, confident decisions about their financial future.
- Beneficiary Assistance
  After a loved one’s death, we help beneficiaries navigate the challenging financial aftermath and prepare for the next steps in their lives.
- Tax Analysis & Planning
  We emphasize tax analysis in our financial planning, considering the consequences of every decision, so that tax liabilities don’t weigh down your financial growth.
- Investment Management
  Through our flexible approach, we will work with you to map out investments tailored to your goals and tolerance for risk.
- Retirement Planning
  Retiring is easy. Staying retired is hard. We will be your guide to making sure that your retirement is the enduring, fulfilling experience you deserve.
- Social Security Consulting
  We understand the intricacies and complexities of Social Security. We will identify your eligibility for benefits and help you file claims to receive the money you are owed.
Team
- James A. Cox, III
  Financial Advisor
- Carl E. Beck, III
  Financial Advisor
- Stephen M. Harrison
  Financial Advisor
- Richard W. Jackson
  Social Security Consultant
- Mary Beth Alber
  Administration
- Lori Piasecki
  Administration
- Holley Whitfield
  Administration
Insights
Contact Us

The following is a brief update from the meeting today with Labor Relations regarding the EISP/Article 35.

There was an over subscription for the EISP offering in the surplus areas in the Potomac Region. However, the company did not reach the 12,000 minimum volunteers from the former Bell Atlantic footprint.

The decision as to whether a layoff will occur in Potomac has not been made. Should a layoff occur the off payroll date could be August 21, 2010 or it could be later. The company indicated today it will exercise its option under the Special Offer Agreement to have a second off payroll date in addition to the July 3rd date. The second date has yet to be determined.

The company also indicated it has not been determined as to whether all volunteers for the EISP will be accepted.

It is the company’s intent to notify all accepted volunteers by Monday, June 28th. Discussions with the company will continue tomorrow.

Does my portfolio carry too much risk?

Our investment approach seeks sustainable growth while limiting our clients’ exposure to risk. Get a free assessment of your portfolio’s risk and learn whether it aligns with your financial goals.

Find My Risk Number

EISP/Article 35 Potomac Region – Update June 23

Does my portfolio carry too much risk?