You will learn about:
The Chamber welcomes you to attend a class on
How Best to Maintain Your Current Lifestyle in Retirement and Ways to Protect Your Assets
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: 11:30-1:30 PM
LOCATION: Pioneer Library Systems, 2557 St. Rte 21, Canandaigua
COST: $20 for members, $50 non-members (non-members must pay at time of registration). Includes class and boxed lunch. *Please call us to register if you have any dietary restrictions.
RSVP: Must register by March 20 to attend via online or call 585.394.4400, ext. 203. Cancellations after March 20 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.