Volume 5


Potomac Financial Private Client Group continues to grow and we can't thank you enough. While we are committed to keeping our firm the right size to provide the high level of personal service you expect, we must continue to grow to do so. Throughout the year, many clients helped us to do this by referring their friends, family and colleagues - and there is no higher compliment you could pay us.
To say "Thank you", we hold an annual event just for those who referred us to someone in the past year. Last year, we saw Jackson Browne at Wolf Trap during their summer concert season and it was a lot of fun for referrers and their guests. We're in the process of planning this year's event right now. If you made a referral in the last year, please watch your mail for details on this year's event. If you have been meaning to send someone our way, there's still time... please don't keep us a secret.
Can You Reduce Your Lifetime Health Care Costs by Staying Healthy?
An apple a day keeps the doctor away - and spares you the bill for medical services. Does this logic carry over into lifetime health care planning? Can you reduce your lifetime health care costs by staying healthy?
Update on the Department of Labor's Retirement Advice Standards
The Department of Labor has issued new regulations for retirement accounts to better protect clients by providing more disclosure of fees and commissions, as well as mitigating adviser conflicts of interests where they exist. These new regulations take affect April 10, 2017.

Upcoming Lunch and Learn Webinars

JANUARY 19  Market Update - JPMorgan's Guide to the Markets©
Time: 12:00pm EST
Host: Timothy P. Shean, CFP®
Speaker: Victor Rohe, Vice President with JP Morgan Asset Management
FEBRUARY 16  Women and Retirement - Five things to know and five ways   to take action when planning for retirement
Time: 12:00pm EST
Speaker: Tacy P. Roby, CFP®
Please see our webpage for more information. 
© J.P. Morgan Asset Management, 2017
Potomac Financial Private Client Group | 703-891-9960 | info@potomacfinancialpcg.com | www.potomacfinancialpcg.com

Securities and  advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a registered Investment Adviser. Fixed products and services offered by Potomac Private Client Group, LLC are separate and unrelated to Commonwealth. This informational e-mail is an advertisement, and you may opt out of receiving future e-mails. To opt out, please follow the 'Unsubscribe' instructions as indicated.
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