Club members and the public are welcome to the regular meetings held on the 2nd Thursday of every month7 – 8:30 pm (Starting Dec 2010) in the Trustees Room of the Newton Library on 330 Homer Street, Newton, MA 02459.
The Retirement Planning Club was founded in 2008 with a two year grant made possible by the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation and the American Library Association (ALA) under their joint Smart Investing @ Your Library® program.
Club members have decided to continue the Club, meeting independently. Starting March 17, 2010, the Retirement Planning Club will meet on a monthly basis at the Library, headed by a volunteer coordinator. Please contact Richard Suder, the volunteer coordinator, at email@example.com to be placed on the mailing list of the new Club.
As the founder of Auri Elan Financial Group, I am an experienced independent financial advisor and insurance agent specializing in providing comprehensive and objective investment consultation, financial and insurance planning to individual investors, companies, select group of affluent families and entrepreneurs. Please contact me for a complimentary Portfolio Review. You deserve nothing less than a CFP and a CFA Charterholder for your finance! Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.
About 2,100 advisers have shifted from the Securities and Exchange Commission's oversight to state oversight since the Dodd-F -More- What's missing from your clients' portfolios? Click here for signature solutions. ClearBridge Investments […]