Brighton Your Knowledge

Join Jennifer Snyder, Financial Advisor, as she explores the impact of emotions on financial decision-making, providing invaluable insights into personal financial psychology. Participants gain access to cutting-edge wealth-building strategies and effective risk management techniques.

Demystifying Roths 101: Maximizing Your Financial Future

Thursday, June 13th at 10:00 am

Register Now

Learn from Clara Sanguinetti, Financial Advisor, and explore the fundamentals, tax advantages, and strategies for leveraging Roth IRAs and 401(k)s effectively. Gain clarity on contribution limits, withdrawal rules, and advanced tactics for tax-efficient retirement and estate planning.

Led by Melissa Talarico, CRPC ®, Financial Advisor,  she will delve into crucial considerations needed for navigating multi-state retirement like tax implications, healthcare coverage, and estate planning unique to each locale. Uncover practical tips for managing dual residences and leveraging state-specific benefits for a seamless retirement lifestyle.

Led by Joe O’Hare, Financial Advisor, challenge common retirement misconceptions hindering your financial goals. Learn actionable strategies to help optimize retirement accounts and manage risks effectively. Explore principles like compounding and diversified income streams to secure your future.

Join Deanna Gutta, Behavioral Financial Advisor to learn how to identify and halt top financial scams targeting seniors. As scams against older adults rise, it's vital to recognize warning signs and protect against fraud. Discover the 10 most common scams targeting seniors and gain practical tips for safeguarding finances.

Join Jennifer Snyder, Financial Advisor, as she explores the impact of emotions on financial decision-making, providing invaluable insights into personal financial psychology. Participants gain access to cutting-edge wealth-building strategies and effective risk management techniques.

Led by Jennifer Snyder, Financial Advisor, gain a deep understanding of market fluctuations and learn to maintain a rational mindset during turbulent times. Explore practical risk management and diversification techniques to safeguard investments. With real-life case studies, uncover effective strategies to thrive in uncertain markets.

Join Clara Sanguinetti, Financial Advisor, and explore ways to best use savings plan options like 529 plans and Coverdell ESAs, to help maximize your tax benefits and investment growth potential. Learn to navigate rising tuition costs and changing financial aid landscapes.