Team Synergy - 212 Referral Network

Heyyy 👋🏼 It’s Team Synergy Time!

💡 Member Spotlight: Josh Fisher, Wealth Cycle Advisors

Josh shared valuable insights on Virginia's new RetirePathVA retirement savings program and what it means for small business owners. Beginning in July 2026, businesses that have been operating for at least two years and have 5 or more employees must offer a qualified retirement plan or register for RetirePathVA. RetirePathVA helps employees save for retirement through payroll deductions while providing employers with a simple way to meet the new requirements. If you're a Virginia business owner with questions about RetirePathVA or your retirement plan options, reach out to Josh! He can help you understand your obligations, compare your options, and determine the best path forward for your business and your employees!

📲 Josh Fisher
Cell: 804-531-3535
Office: 804-346-4670 [email protected]

🗣️ HUGE shoutout to our guests last week!

🧑‍🧑‍🧒‍🧒 Marc Friedeander - Senior Assisted Solutions and Certified Senior Advisor

📸 Carter Cundiff - Branding by Carter with Kate Styles Photography

Visit us Thursday mornings at 8:15 am to see how we can better grow your business! 😎

Happy Wednesday! It’s Team Synergy Time 😎

Member Spotlight: Tracy Girard with the Girard Real Estate Group

🏡 Going Beyond the "For Sale" Sign

Buying a home is about so much more than finding the perfect house. It’s about having the right guide by your side every step of the way. Tracy believes her job starts long before you walk through the front door and continues long after you receive the keys. She goes the extra mile to help her clients prepare, anticipate potential challenges, and navigate the process with confidence. Tracy works to minimize surprises, reduce unnecessary negotiations, and create a smoother home buying experience from contract to closing!

If you're:
🏠 A first-time homebuyer ready to make your dream of homeownership a reality,
🇺🇸 Relocating because of military service and need an experienced local expert, or
💼 An investor looking to grow your real estate portfolio,

Tracy would love the opportunity to connect and help you achieve your goals!

📲Tracy Girard - 804-400-0456 - [email protected]

Mentor Moment: Matt Killam with the Drying Company

The people who invest and mentor us often leave a lasting impression that shapes us far more than we sometimes know. For Matt, mentorship isn't just about teaching skills, it’s also about investing in people. The way we're mentored often becomes the blueprint for how we mentor those around us, that’s why the words we choose and the confidence we bring really matters!

📲 Matt Killam - 757-788-1046 - [email protected]

HUGE shoutout to our guests last week!

💻Chiara Barden with Better by Design
🚧Brian Sacra with Ogburn Concrete

Thanks for joining us and join us again Thursdays mornings at 8:15 am to see how we can better grow your business!