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Neighbor News

The Watermark to Host Free Seminar on Financial Portfolio Planning

The expert guest speaker will be a Financial Advisor at Edward Jones & Co. in Southbury

On Thursday, July 28, The Watermark at East Hill will host a seminar on portfolio planning; the event is free of charge and open to the public and will be held from 11:15 – 12:15 at the retirement community, located at 611 East Hill Road in Southbury.

The expert guest speaker will be Ron Webb, a Financial Advisor at Edward Jones & Co. in Southbury. He will provide insight into a number of important financial milestones, including retirement planning and saving for college. Webb will also discuss ways to protect your assets and will review the importance of diversification and other strategies that can help individuals achieve financial goals.

“Whether you have just started saving or are looking long-term at your retirement options, Ron’s seminar has something for everyone,” said Connie Haworth, Executive Director at The Watermark at East Hill. “We are delighted to be able to partner with him to bring our residents and guests important information about their financial well-being.”

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For those interested in learning more about retirement planning, The Watermark at East Hill will have representatives on-hand to discuss the retirement community, which includes a 55-acre campus overlooking the Pomperaug River Valley. The Watermark offers a variety of stylish living options and prides itself on its independent and active lifestyle offerings, including courses, classes and activities that keep residents’ minds and bodies active and engaged.

While the portfolio planning event is free and open to the public, reservations are required. To RSVP, please contact 1-203-490-4763 by July 26.

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For more information on The Watermark at East Hill, please visit http://easthill.watermarkcommunities.com/ or https://www.facebook.com/WatermarkAtEastHill/?fref=nf.

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