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.
- 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 Money Smart Week series.