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The Essentials for a Successful Financial Plan

Event Type: Adult Program
Age Group(s): Adult
Date: 4/26/2012
Start Time: 6:30 PM
End Time: 8:00 PM
Description:
 Will your retirement income be sufficient to retire? What action must you take now? What additional savings and rate of growth will you need? What is your risk tolerance? What will your survivors need? Should you be concerned about taxes and inflation? Joe will review the importance of these subjects with you … and more.
Presented by Joseph B. Silverman, JD*, MBA, CRPC® *Licensed, not practicing. Joe is a financial planner with Planning Solutions Group and has more than 30 years' experience in the financial services industry. He assists his clients to fulfill their financial goals to be financially independent, plan for retirement, and plan for the efficient and orderly distribution of their estate. He earned his JD degree at The University of Baltimore, MBA in Finance at Loyola University-Maryland, the CRPC Designation from The College for Financial Planning, and the CLU Designation from The American College. He is also a Member of the Bar in the State of Maryland. This seminar is free and open to the public. Please register at 207-4261 or visit www.mypubliclibrary.com

Library: Green Valley Library
Location: Program Room
Status: Closed


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