Enrichment courses offered for Farmington Public School employees ONLY!
Social Security rules change frequently, so what you thought you knew may no longer apply. When is the best time to start collecting Social Security? How do you apply, and how do your spouse's benefits affect yours? This course covers the basics of Social Security andhow to coordinate it with other retirement income sources. Learn strategies for maximizing your benefits and minimizing taxes on your Social Security. Bring your questions as we explore your options in making this important financial decision.
Instruction will be held via "Start Meeting." After registration, participants will receive a confirmation email with the link and instructions.
Albert D'Agosto, a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Divorce Financial Analyst (CDFA) is co-founder and Lead Portfolio Manager of Retirement & Money Strategies. Al began his career in the financial services industry with Monarch Capital in 1987 and, in 1991, moved to the Phoenix Companies where he practiced insurance risk management, portfolio analysis and subsequently assumed the role of a registered principal in the Hartford office. In 2004 he joined Equity Services and in 2011 co-founded Retirement & Money Strategies. His more than a quarter-century of experience providing management and financial planning services with a single-minded commitment to client advocacy enables him to provide the appropriate guidance his clients require to navigate through their life cycle of wealth. Al lives with his wife, Louise, in Simsbury. Their daughter Elisabeth completed her Doctor of Veterinary Medicine from University College Dublin and joined the staff of Mountain View Veterinary Clinic in West Virginia.
Albert D'Agosto is a Registered Representative of Cambridge Investment Research, Inc., member FINRA/SIPC and Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, offering securities in AZ, CA, CT, FL, MA, MD, ME, NC, NJ, NY, and RI. Albert is insurance-licensed in the states of AZ, CA, CT, FL, MA, MD, ME, NC, NJ, NY, and RI.
Charles Yannich is the co-founder of Retirement & Money Strategies. He specializes in retirement income planning including Social Security benefit coordination, tax considerations, and asset protection strategies. Charles was Executive Vice President of an independent telephone company and started his career in financial services with American Express Financial Advisors in 2000. He moved on to join Equity Services in 2002, and, in 2011, co-founded Retirement & Money Strategies.
Charles Yannich is a Registered Representative of Cambridge Investment Research, Inc., member FINRA/SIPC and Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, offering securities in AZ, CA, CT, FL, MA, NJ, NY, and RI. Charles is insurance-licensed in the states of AZ, CA, CT, FL, MA, NJ, NY, and RI.
Retirement & Money Strategies - Charles Yannich , Retirement & Money Strategies - Albert D'Agosto
Online registration is over
