Knowing what is right for you a when it comes to investing for your retirement can be overwhelming, confusing, and downright scary! And what’s right for some isn’t necessarily going to be right for you. Paulo and Ryan from Moraes & Cassidy Group will be here to help you address some important financial choices.
They will discuss topics such as:
· The different types of Retirement Plans and their unique features
· Funding YOUR retirement plan
· Contribution limits for each type of retirement plan
· Suitable portfolio asset allocation based on time horizon and risk tolerance
Walk away with greater clarity on what you need to create the retirement you desire!
$10 at the door for Non WORK Members – help us keep the lights on and keep great programs coming your way! WORK Members FREE including Friends of WORK! (a special membership level for you regular attendees)
Noon-1 PM in the WORK Library. Feel free to bring a bag lunch.
Bio: Ryan Cassidy and Paulo Moraes founded the independent advisory firm, Moraes & Cassidy to serve a broader range of client needs from an independent perspective without the distractions of minimum sales production goals, proprietary products or other corporate mandates that can interfere with serving the best interests of clients.
Both Ryan and Paolo chose to affiliate with LPL Financial, the nation’s largest independent broker/dealer* to take advantage of the broad resources the firm offers independent advisors for servicing client accounts, along with access to its non-proprietary research and investment platform.
Paolo began his financial services career at Smith Barney where he worked for several years in stock administration and trading. Then he spent eight years as a financial advisor at Bank of America Investment Services, Merrill Lynch and Morgan Stanley.
Ryan began his career as a financial advisor with Morgan Stanley in 2003 and later joined Merrill Lynch and Bank of America Investment Services.