At Crimmins Wealth Management, we use this blog as an opportunity to promote and educate people on various financial topics and concerns as well as highlight our own services as a fee-only financial advisor. It has also allowed us to share our personal story on why we do what we do and how you can benefit from our insight to provide for your future.
To hopefully reach others, we are planning a number of educational events in the next few months and want to extend an invitation to attend these events to you and those who you think might benefit from hearing more about financial planning and our services.
Our next event will take place on Thursday, November 14 at 12:15 pm. The presentation “Clarifying Your Retirement Goals” will discuss how planning for the future is necessary and is significant to prepare for the retirement that you envision. We have seen many individuals and families who need help clarifying their dreams for their future and who need assistance determining how they can achieve their goals.
Come join us for a light lunch as we discuss how you can plan for the retirement that you want. We will help clarify how to achieve the future that you envision.
Light Lunch served at 12:15 pm, and presentation starts at 12:30 pm.
To register for this event, please go to www.rootsofwealth.com and click on the events page. This page will be updated with future events during the year. We will be hosting presentations on Long Island and New York City as well in 2014. We hope you and your friends are able to attend.
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