Are your assets and investments protected from turbulent markets?
Tuesday, June 30th
Some of the topics we will cover are:
How do I prevent losing years of hard earned savings?
Having the right mix of investments in your portfolio to protect yourself from volatility.
How to be discplined in your asset withdrawals.
How to weather a potential turbulent storm.
Learn what it would take to bounce back from a recession.
Gain a feeling of security in your knowledge of the ebbs and flows of the market.
This presentation is extremely popular! Reservations and confirmations are required.
"One of the best workshops I've ever attended!"
Michael Alimo is a 30-year industry veteran. He started his career early on the floor of the Stock Exchange in Wallstreet! For the past 18 years, Mr. Alimo has served clientele around CT and New England at USA Financial & Tax Services, LLC.
The company takes a holistic approach to the client planning process. This means to address the big picture and factoring in all of the elements that it takes to make a retirement a success. Topics such as tax implications, retirement benefits, market exposure, wills and trust, and insurance needs are all brought into consideration when sitting with any potential client.
Mr. Alimo has hosted hundreds of workshops for his local communities about a variety of financial and planning topics. Raised in New York City and educated at New York Institute of Technology, Michael has two grown children, a daughter, and son, who follow in his footsteps of be hard working and always dedicated to helping others.
This event is hosted by USA Financial & Tax Services, LLC.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
firstname.lastname@example.org | 860.430.2138 | 39 New London Turnpike Glastonbury, CT 06033