About this Event
Everyone faces financial challenges. You are not alone.
Join us for a Financial IQ financial education seminar
You are invited to an informative financial educational session that covers critical aspects of your finances. Our goal is to provide you with knowledge and insight so you can make informed decisions about your finances and your financial well-being.
Financial Wellness Overview
Financial wellness means different things to different people. But regardless of who you are, there are a few topics everyone needs to consider. This session will help you:
· Create an emergency reserve
· Protect the things that you can’t afford to lose-protect your income if you can’t work and your life if worse yet, you’re no longer here…….
· Set savings goals and define an asset allocation strategy (College, Retirement, Home purchase…)
· Plan for a comfortable retirement
· Think about how best to transfer assets in your passing
There is nothing you have to do to prepare for this session. We’ll have everything you’ll need.
Seminar details are below – we hope you can join us!
· Date: Thursday May 9th, 2024
· Time: 12:00PM
· Location: 326 Market Street Saddle Brook, NJ 07663
· RSVP to: Chris Kelly 973-652-5917
Christopher Kelly is a registered representative and offers securities and investment advisory services through MML Investors Services, LLC., Member SIPC, and a MassMutual subsidiary. Supervisory office: 250 Pehle Ave, Suite 405, Saddle Brook NJ 07663, 973-237-0100
MM202602-304444
Event Venue & Nearby Stays
Que Pasta, 326 Market Street, Saddle Brook, United States
USD 0.00
