You will learn about:
The Chamber welcomes you to attend a class on
How to maximize the benefit of your company retirement plan for yourself and your employees
DATE: Tuesday, March 26, 2019
- Various types of retirement plans
- Costs involved in retirement plans
- Eligibility, exclusions, maximizing contributions
- Tax Savings
- Investment options
- Fiduciary duties
- 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.