Interactive Financial Planning Workshop

If you’ve ever wondered what goes into a comprehensive financial plan, this session is for you. Join Alex Neri, CFP®, ChFC®, RICP®, as he walks through a real-world example of how a financial plan comes together.

You’ll see how a plan can help answer big questions, like how much you can comfortably spend each year in retirement. Alex will also share strategies for making smarter tax and investment decisions—helping you create a financial approach that’s both efficient and effective.

This is a great opportunity to gain practical insights that can give you more clarity and confidence about your financial future.

Also check out other Workshops in Penfield.