Meeting Times

• Thursday 10/2/2025, 6:30 PM - 8:30 PM
• Thursday 10/9/2025, 6:30 PM - 8:30 PM

Description

Learn how to: Manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. Money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and pursue your retirement lifestyle goals and includes a comprehensive illustrated textbook. Couples may attend together for a single registration fee. 

Anthony Marchitto is a Financial Advisor who offers securities and advisory services through LPL Financial, a registered investment advisor. Member FINRA/SIPC.