Events
Learning how to avoid unnecessary retirement mistakes might be the best investment you can make.
Please join your host Brian Quaranta, Founder, CEO & Financial Advisor of Secure Money Advisors, for this informative dinner event. Brian is a leader known for his caring personality and helping his clients plan for a worry-free financial future. His mission is to change the way people view retirement, and he’s accomplishing it one client at a time. Focusing on 5 key areas of retirement: Income, Taxes, Investments, Healthcare and Legacy Planning. Secure Money Advisors is a full service financial planning rm. We do not believe in a haphazard approach to financial planning.
See below for more details on our upcoming workshops, movie events, and seminars. To register for an upcoming event, please use the form or call us today at 724-382-1298.
Topics Include:
- Why staying with your current financial plan could be dangerous
- Why strategies that used to work no longer do
- Why it is important to have a written financial plan
- How to accumulate money for your benefit not the governments
- Options for rolling over your employer 401k, even if you are still employed
- Why putting property in children’s names may be a mistake
- The Secure Act has passed, now what?
