Name: 401(k) Advice with a Certified Financial Planner® (Virtual)
Start: 2026-05-13T10:00:00-04:00
End: 2026-08-18T15:00:00-04:00
Location: NYC Metro Area (Virtual)

$401(k) Advice with a Certified Financial Planner\u00ae (Virtual)$

Get a free, no-obligation consultation on your 401(k)/retirement plan from a Financial Advisor, all done over Zoom.
About this Event

Free Consultation with Doug Mongiardo, Financial Advisor and Partner at Steelview Wealth Management (VIRTUAL)

Zoom link will be sent via email. Dates/times are flexible - let me know if an alternative time is more convenient !

About Doug:

Advisor Website: Steelview Wealth Management

Advisor Credentials: LinkedIn

Personal finances, specifically work retirement plans, can be complicated and confusing. In a world where AI generated answers are wrong just as often as their right, taking the time to consult an expert can save you from potentially costly mistakes. In this session, you'll be able to ask Doug his opinion on any matter related to your retirement plan. Some examples include, but are not limited to:

-Pre-tax vs. Roth

-What should the investment allocation be

-How much to contribute

-How, and if, you should rollover a 401(k)

-How to to plan for retirement

-What is a match, and how does it work