Financial Basics for Your Business: Retirement Planning

Join Jennifer Polidori of Merril Lynch for an informative virtual presentation:

FINANCIAL BASICS FOR YOUR BUSINESS: 
"Retirement Planning"

October 17
10:00 am
ZOOM

Fee - $10.00
Non-Member Fee - $15.00




 

As a Merrill Financial Advisor Jennifer works with families, individual investors & business owners by helping her clients design a road map to realizing their financial goals and implements the strategies necessary to achieve them. She works closely with her clients, tracking the progress towards their goals and meets with them regularly to make adjustments to their individually designed strategies as needed. Jennifer believes in incorporating her clients other professional advisors, such as their attorneys & CPAs, into the planning process in order to create a more goals based and efficient investment strategy and also to better  understand every aspect of her client’s financial picture and long term planning needs and wealth transfer desires. Additionally, Jennifer believes that each client presents their own unique set of goals and challenges and she enjoys taking the time to really get to know each one of her clients personally. Working with a team of specialists, Jennifer works with her clients in all aspects of the goals based planning approach whether it is investments, asset allocation, saving for college, purchasing a first or second home, planning for retirement, estate planning services & philanthropy. She holds the Chartered Retirement Planning CounselorSM (CRPC®) designation, the Certified Plan Fiduciary Advisor designation (CPFA®), and the Accredited Domestic Partnership AdvisorSM (ADPA®) Designation.

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Date and Time

Thursday Oct 17, 2024
10:00 AM - 11:00 AM EDT

October 17th
10:00 AM

Location

ZOOM

Fees/Admission

$10.00 Members
$15.00 Non-Members

Contact Information

973-887-2888
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39 East Hanover Ave, Morris Plains, NJ 07950 – (973) 887-2888 – mleppard@metrobca.org