Neighbor News
"Ivesting 101: Financial Self- Defense Course for Seniors"
Join us for an educational seminar to prioritize your financial picture.
Join us on Monday, May 18th at 10:00 a.m. in the Millstone Lounge for this educational seminar. You will learn:
-How to prioritize your financial picture
-What is investing?
-The primary methods of investment risk management
-Retirement Plan basics
-How to start thinking about your legacy
Our Instructor:
Justin Klestinski, CFA from Wintrust Wealth Management, located at Naperville Bank & Trust
Justin Klestinski is a Financial Advisor who has been helping clients navigate their financial decisions for over 18 years. He assists individuals, families, and institutions in making more informed investment decisions.
To RSVP please contact Tony Galvan at 630-300-1246.
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Monarch Landing is located at:
2255 Monarch Dr. Naperville, IL.
