**This event has been postponed to September 15, 2022, please stay tuned for more information, thank you!
Feeling Nervous About Your Portfolio
Time to find out about hedging for safety over our lunch
You are cordially invited to a working luncheon event for area residents who are looking to get the most out of there portfolio, we can help you better prepare your journey. Presented by managing partner at Legacy Financial Advisors, Paul Mauro CLU, ChFC® and advisor Matthew Pescatore, ChFC®. Featuring a guest presentation by speaker, Carlos Barbosa, Eastern Divisional Director at Horizon Investments. He will reveal their distinct and latest proven approach of how they design investment strategies that connect to your financial goals.
You will leave with valuable information you can act upon immediately, such as:
- How to add risk management to your portfolio
- How to fit in popular mutual funds like Vanguard and American funds
- How the right financial plan for you can save your taxes
- How life insurance, annuities and money management work together
Date and Time
Wed, Jun 08, 2022
10:00a - 2:00p EST