In order to 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.
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.
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