Wealth Management Workshop
Thursday, September 136:30—7:15 PMThe Lois M. Anderson Community RoomThe Newbury Town Library0 Lunt St. , Byfield, MA, 01922
Lead by Robert Pickett and Christine MacDonald, this Complete Financial Management Workshop intends to inform folks about the potential benefits of effective financial management. The workshop begins with a brief discussion on the seven roadblocks to financial success. We then work through a review of six key tools used in overcoming these roadblocks. The workshop will walk through each of these tools, which include risk management, cash management, investment concepts, tax management, retirement planning, and estate conservation. The workshop will then close with a brief period for Q&A. Registration is required.
is an Associate Client Service Director at Pension Professionals with the following qualifications:
LICENSES: Series 7, Series 66
Robert believes in the value of good time management. Assessing how much time his clients have to achieve their goals plays a significant role in actually fulfilling them. Robert not only enjoys working with individuals, but also partnering with local businesses to develop retirement solutions for both management and employees. Robert brings an impressive resume, with 20 years of investment experience at Bank of America and State Street Global Advisors. Robert grew up in Marshfield, MA and received his B.S. from Babson College and his M.S.F from Bentley College. Outside the office, Robert enjoys playing soccer year round, as well as spending time at the beach with family and friends in the summertime.
Christine MacDonald is an Associate Client Service Director at Pension Professionals with the following qualifications:
LICENSES: Series 6, Series 63, Series 65
Christine has industry experience including New York Life and Allstate. Prior to her start in the finance industry Christine held positions as a sales recruiter, a trainer and as a fitness instructor. As an Associate Client Service Director Christine will work directly with clients using her passion in coaching to help them create a holistic financial framework through which to fulfill their goals.
Christine grew up in Nashua, NH. She attended college at Bay Path College in Massachusetts and Southwest Missouri State University garnering her two associates degrees. Christine now lives in Southern Maine with her husband and two children. Outside of the office Christine enjoys cross country skiing, alpine skiing, snowshoeing, gardening, camping and hiking with her friends and family.
Registration for this event has now closed.