Presented on: Wednesday, October 27th at 12:00 PM EDT
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As we settle into the middle of our careers, retirement looms ahead, creating anticipation and sometimes anxiety. This webinar is designed to help you to become better prepared for retirement. It focuses on how much you should save for retirement, how to estimate your Social Security benefits, and how inflation can impact your goals. You’ll also learn about different asset allocation strategies, and why everyone in the middle of their career or older should have an estate plan.
Paul Tramontozzi received a bachelor's degree in economics from Binghamton University. While attending, he had two internships that shaped his career path for the next several years. The first was working closely with a financial advisor at a bank where he saw the impact that quality financial advice had on clients. His next internship was with a leading online brokerage firm on their trading desk. Tramontozzi began his career on the floor of the American Stock Exchange in 2001 as an equity options specialist. He then spent 10 years trading exchange traded funds where he came to appreciate the efficiency of index-based investment products. His career perspective changed when he learned his father had Lewy Body Dementia, a disorder that causes a progressive decline in mental abilities. For the first time, he had to manage his parents’ finances and healthcare decisions. This experience gave him a new appreciation for financial planning. He believes in a holistic approach to financial planning, and providing a high level of service. In 2016, he earned the CERTIFIED FINANCIAL PLANNER™ certification through a rigorous education program covering all aspects of financial planning.