Financial Wellness and Planning

Name: Financial Wellness and Planning
Start: 2025-04-17T16:30:00-04:00
End: 2025-04-17T18:30:00-04:00
Location: 63 Huntington Street, New London, CT, United States, Connecticut 06320

Thu Apr 17 2025 at 04:30 pm to 06:30 pm UTC-04:00

63 Huntington Street, New London, CT, United States, Connecticut 06320 | New London

Publisher/HostPublic Library of New London, CT

Learn about the importance and basics of Financial Planning: topics such as how to structure a plan, and why working with a CFP professional is so important in complex financial planning. Bring your questions!

Presenter Bio: Antonio Giuliani is certified CFP, assistant VP, and Financial Planning Director with Morgan Stanley Private Wealth Management.