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Planning for Retirement Virtual Webinar

Join us, as our guest presenter, John Troiano – Financial Advisor at Goles Troiano Wealth Advisory Group of Janney Montgomery Scott LLC, shares retirement strategies to help us better understand the kind of things we should be doing in preparation for retirement. 

  • Get advice on funding and growing your Roth IRAs, 401ks and 403bs
  • Learn what options are available for your 401k or 403b
  • Review laws on withdrawals from retirement accounts and RMD (Required Minimum Distribution)
  • Discuss how to address problems or issues once in retirement (inflation, assisted living, or loss of a spouse)

John graduated from Towson University in Towson, Maryland in 1995, with a Bachelor of Science degree in Business Administration with a concentration in Finance. He began his financial services career with Legg Mason (Baltimore) from 1996-2006 as Senior Fixed Income Retail Mortgage Trader. John also worked at Stifel Financial Corp from 2006-2017 as a Senior Trader/Manager for both the Retail and Institutional Mortgage desk. John joined Janney in 2017. John currently holds his Series 7, 24, 63 and 66 securities licenses, and is licensed to sell life, health and long-term care insurance.

When
Tuesday, April 20, 2021 - 5:00 p.m.
Where

Meeting link will be sent prior to the seminar.
Please register in advance to receive workshop materials.

Cost per Attendee
FREE
Presenter(s)
John Troiano
Financial Advisor
Seats Available
182