Retirees: Financial Planning Presentation

Have too much money?
Making way too much on your investments?
Saving too much, paying off too many debts?
Wishing you didn’t know so much about financial planning?

Then you do not need to join us.

BUT EVERYONE ELSE IS INVITED!

Financial Planning Presentation
Tuesday, February 14, 10:00 AM
4C’s Office, 907 Wethersfield Ave, Hartford

James Rooney and Andrew Salak, Financial Planners from Morgan Stanley, discuss how to keep your retirement strategy on track, even through a turbulent market! Learn ways to save on taxes, save on fees, and build a durable portfolio that will help you achieve your goals.

Feel free to bring a friend, or invite a current employee – they need to plan also!  Please let Bill Searle know if you plan to attend.

Bill Searle, Chapter Chair, Chapter 418, CSEA/SEIU