You will learn about:
DATE: Tuesday, April 23, 2019
- Withdrawal rates and withdrawal strategies
- Social Security strategies
- Pros and Cons of annuities
- Trusts and estate planning
- Questions welcome!
TIME: 8:00-9:00 AM
LOCATION: Canandaigua Chamber, 113 S. Main St. Canandaigua
COST: $20 for members, $40 non-members (non-members must pay at time of registration). Includes class and light breakfast.
RSVP: Must register by April 11 to attend via online or call 585.394.4400, ext. 203. Cancellations after April 11 are invoiced.
About the Presenter
Salvatore Pitti, CFP®, AIF®, CRPS
President, The Pitti Group Wealth Management
Mr. Pitti is a CERTIFIED FINANCIAL PLANNER? practitioner, Chartered Retirement Plans Specialist?, an Accredited Investment Fiduciary® and a graduate of the University of Maryland, Cum Laude. He has his Master of Science in Management degree and has over 23 years? experience in the financial services business.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. The Pitti Group is a separate entity from WFAFN.