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Money Smart Week: Building Wealth Panel Discussion

Don’t miss this opportunity to ask the experts.

When to
Where Cotilla Gallery

We’ve put together a panel of financial advisors to answer your questions on how to maximize your income and savings. It’s never too late to start building your nest egg today. Please call 954-262-5477 to register.

You’ll learn:

  • Strategies you can use that can help you feel more confident about reaching your financial goals
  • Tips on how aligning four key concepts – cash management, protection, investing, and tax planning – can help you bring your dreams and goals more within reach
  • Ways you can identify and correct critical gaps in your current financial plan
  • And more

 

Panel members are:

Mediator for the panel: Philip Fazio, D.B.A., NSU Faculty of Finance

Max Sanchez, Regional Vice President & Karen Sanchez, Regional Vice President, Primerica Financial Services, Insurance and Investments

Robert Walker, Mortgage Loan Officer, We Florida Financial Credit Union

KC Caldwell, Certified Public Accountant, Caldwell & Company Accounting, Personal & Business Taxes, IRS audits, Business Formation

Regina Santoro, Branch Quality Manager, BankUnited, Checking & Savings accounts, Money Markets, CD’s, IRA, trust, & estate accounts for both business and personal

Regina L. Collaro, CFP®, CRPC®, Financial Advisor, Ameriprise Financial, Financial Planning/Investments

Richard M. Goodman, JD CFP®, Wealth Management Advisor, Northwestern Mutual, Insurance (Life, Disability, Long Term Care, Business coverage)

 

This event is part of the series.