Month 1: Retirement Planning and Financial Wellness
Session Date: February 5, 2024
Topics:​
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Financially secure retirement strategies include budgeting, smart investments, understanding income sources, planning for healthcare, securing insurance, and protecting assets from scams.
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Panelists:
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Andrew Kaczkowski
Financial Advisor
WestPoint Financial Group
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Chris Genzler
Financial Advisor
Forum Financial Management
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Jacob Impellicceiri
Financial Advisor
Strategize Wealth Management Group, Inc
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Laurie Barry
UBS Financial Advisor
The Barry Wealth Consulting Group
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Paul T. Skowronski
Financial Advisor
Merrill Lynch Wealth Management
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Jacqueline Campbell
President, CEO, & Senior Wealth Advisor​
Alexander Legacy Private Wealth Management
