, | Posted In: Wealth Management

Financial Wellness for Individual Investors

2017 is off and running and now is the time to pause and check your financial wellness. Are you on track to meet your financial goals?


Note: This event has ended. Below is a recording of the webinar. Please contact Rafalko Advisors with any questions.


Join Rafalko Advisors on Wednesday, February 15, 2017 from 12 to 12:45 p.m. ET, for a free webinar designed specifically for individual investors.

Webinar Topics:

  • What to expect for your investments in 2017
  • Things to consider for retirement — how much to save, how to manage competing goals, and other ideas to help you achieve retirement success
  • Financial Wellness — steps you need to take to make it happen
  • The Roth Option — is it right for you?
  • The Fiduciary Standard and You
  • Live Q&A session at the end with Celia Rafalko, Founder and Principal

We thank all 401K Plan Sponsors for sharing this event with all employees and we look forward to hosting this valuable presentation!

Speaker

Celia Rafalko, Managing Principal, Rafalko Advisors, Inc.
Celia is the founder and principal of Rafalko Advisors, Inc., an independent registered investment advisory firm with offices in Richmond and Northern Virginia. She has more than 25 years of experience in brokerage and financial services firms and it’s her experience there that led to her decision to work as an independent advisor, free of any product bias or sales pressure.

 

 

 


Our team is dedicated to helping individual investors achieve financial wellness.

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