Description
Practical Strategies to Optimize Your Financial Health
- Discovering Ways to Save on a Limited Income
- Optimizing Cash Flow: Evaluating Good, Better, and Best Saving Strategies
for all stages of Life - Navigating Roth, Pre-Tax, and Taxable Accounts: A Guide for Trainees
Please welcome guest speaker ANDREW ALTENBACH of The Bulfinch Group for a complimentary ZOOM webinar

ZOOM WEBINAR
First in a four-part series of educational webinars designed to enhance your financial awareness and help you get your money in shape.
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), OSJ: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. Securities products/services and advisory services are offered through PAS, member FINRA, SIPC. Financial Representatives of The Guardian LifeInsurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiaryof PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group,Inc. is not licensed to sell insurance. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a RegisteredInvestment Advisor. Andrew Altenbach, CA Insurance license # 4055962. 2024-178488 Exp 10/9/24.
Date and Time
Tue, Oct 08, 2024
7:00p - 8:00p EST
Location
ZOOM WEBINAR
Note
BILH LAHEY Virtual ZOOM Link: https://zoom.us/my/andrewaltenbach