Dear AIA Virginia Members,

Your Architect Advantages portal awaits you! Since rolling out this benefits portal in January, many of you have taken advantage of discounted consumer offerings in travel, dining, health care, events and more.

PLEASE SIGN IN TO YOUR PORTAL. It takes just a couple of minutes. Just go to www.youdecide.com/architect. It’s easy!

We are also pleased that members are availing themselves of the financial products available to members. As of today, we have had a robust use of the site and have worked with members to understand their needs. We have given out quotes on a number of products and members are beginning to purchase these products. From a personal level, it is quite gratifying when a product or service bought enhances a member’s financial well being or gives them a benefit they did not know was obtainable to them.

As you may know, in addition to creating a group umbrella insurance plan for members, we recently created a professional liability program for members. Thus far, it is being well received. Click on the ‘Insurance” tab for more information.

Soon, we will be rolling out two new benefits, both of which are COMPLIMENTARY:

1) Retirement Services: Are you in your late 50s and beginning to thinks about Social Security benefits and Medicare? We will run an analytical report giving you suggestions on when to take your benefits, how to claim them, sign you up for Medicare and its supplemental insurance program. All complimentary.

2) Business Valuations: You own your own firm. How do you figure out what it is worth to maximize its value? We have an exclusive arrangement with a national business evaluation entity that will provide you with a detailed calculation of value report. This is the essential first step in planning the sale or next generation of your business.

ONCE AGAIN, PLEASE SIGN IN TO YOUR PORTAL. It takes just a couple of minutes. Just go to www.youdecide.com/architect. It’s easy!

Enjoy the savings and please don’t hesitate to contact me with any questions!

Rob

Robert Coleman Smith
Chartwell Capital Advisors
Robert C. Smith, PLC
The Branch House
2501 Monument Avenue
Richmond, Virginia 23220
(804) 357-5977