Speak with a Financial Expert
Speak with a Financial Expert

We're happy to provide financial education to our community!

Posted by Jim Kantowski, CFP®, CPA on February 07, 2017

Jim at thrive presentation small.png

We had the honor of being a part of a Wealth Workshop last week where we spoke with other volunteers who shared their expertise. We touched on building and preserving wealth as well as tax efficiency when investing.

We want to thank Diane Donnelly and Dave Ratti for hosting the event. We appreciate the opportunity to educate our community about retirement planning and answer their questions.

Thrive! Arundel routinely hosts community workshops and you can find out more about them and register for their next event here.

10 Steps to a Better Investment Experience

Topics: Financial Planning, Giving Back