Safeguard Your Financial Future
Time & Location
About the Event
In this seminar you will learn:
- How you might be transferring wealth away, unknowingly and unnecessarily
- The two biggest obstacles preventing you from reaching your financial goals
- Why taxes pose more risk than you think and ways to reduce their impact
- Apply Process vs Product - how you invest your money is most important, not where
- The impact of taxation on tax deferred accounts such as your 401(k) and IRA
- How to overcome the effects of inflation
This dinner workshop is for educational purposes only. There is absolutely no cost and no obligation. We welcome you to invite an interested friend to share in the education and pizza dinner
Michael G. Romanello is a registered representative of and offers Securities through Independence Capital Company Inc. Member FINRA/SIPC. 5579 Pearl Rd., Suite 100 Cleveland OH 44129