Webinar and Seminar from Crimmins Wealth Management

In order toCarla Carpenter Retirement Party promote and educate people on various financial topics and concerns as well as highlight our own services as a fee-only financial advisor, we are offering a couple of events in the next couple of months.

To hopefully reach others in need, we are planning a couple of educational events and want to extend an invitation to attend these events to you and those who you think might benefit from hearing more about the way we approach financial planning and our services.

1) The first event is a webinar which will be taking place on May 14, 2015 at 1:00 pm.  We will be discussing how to clarify your retirement goals and how to plan for your future to prepare for the retirment 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.  For those who may be free during the lunch hour, this event will be an online event.

 To register for the CWM webinar on May 14, 2015 1:00 PM EDT please click on the following link:


After registering, you will receive a confirmation email containing information about joining the webinar.

2)  We will also have a in-person presentation on these topics on Wednesday, June 10, 2015 at 7 pm at the Wyckoff Public Library in Wyckoff, NJ entitled  “Clarifying Your Retirement Goals”.  Please join us for the presentation followed by a question and answer session to have your concerns addressed.

R.S.V.P.      https://relatingmoneytolifecwm.eventbrite.com

Questions:   Call Maureen at (201) 785-7660

Come join us as we discuss how you can plan for the retirement that you want.  We will help you clarify how to achieve the future that you envision.  Please free feel to forward this post to others or being a friend that you believe might have an interest.

To register for this event, please go to www.rootsofwealth.com and click on the events page.


If you enjoyed this article,  CLICK HERE to subscribe to free updates from “Roots of Wealth”.


The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

About Maureen Crimmins

Maureen Crimmins is co-founder of Crimmins Wealth Management and a fee-only independent financial advisor. Have a financial question? ASK MAUREEN


Enter your email address to sign up for free updates from Roots of Wealth and build a strong financial foundation! (we respect your privacy)

, , ,

No comments yet.

Leave a Reply