Retirement Planning Workshop by Cynthia Alpan

How to plan for a richer retirement?

Retirement planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the unpredictable events that might arise in your life.

In the seminar Cynthia Alpan will help you:
– Establish your financial goals via your life line
– Analyze your current financial planning status via the Financial Planning Pyramid..
– Assess your Risk Profile via the Risk Profile Questionnaire.
– Make a commitment to yourself.

Cost
$40

For more information or to make a reservation
03.218.212

About the facilitator
Ms. Cynthia Alpan is a Senior Financial Planner for Bankers Assurance and a registered N.A.S.D Representative since 1989 and an International Certified Financial Advisor (ICFA). She has acquired expertise working the financial industry since 1986. Her success is based on an intensive training at Dean Witter Reynolds in USA and Zurich Financial Services in the Middle East. Cynthia specializes in individual wealth asset planning and corporate employee group pension plans.