Afraid You Will Outlive Your Money?

In the East Meadow area, then come by this Monday for our free presentation. In the Melville/Huntington area? Then contact us for information to either come in to our office for the next presentation, or when we may be at a library near you, via email at info@core-xwealth.com, or by calling 631-923-2486.

We will be doing this presentation Monday, September 22nd at 7PM, a free presentation at the East Meadow Public Library. RSVP via email at info@core-xwealth.com, or by calling 631-923-2486.

Retired? Still Working? Young? Old? Whatever your “particulars”, this seminar will help you see your situation more clearly and give you ways to improve it for the future! Please join us for the seminar, “Getting Your Financial Ducks in a Row”, Monday, September 22nd, at 7 PM at the East Meadow Public Library, for information that can help you make your financial position stronger and give you more peace of mind!

This is a good overview on investing basics, and will discuss topics such as the three legged stool of building a balanced financial plan: Budgeting and Savings; Investing; and Retirement and Estate Planning, as well as touching on the possible needs for Powers of Attorney, Healthcare Proxies, HIPAA forms, etc.

Please join us Monday, September 22nd at 7PM. This will be presented by Chris Congema CFP®, raised in East Meadow, and Brian Cohen, of Core-X Wealth Management. For this presentation, we will provide information that can help you make your financial position stronger and give you more peace of mind. Join us, take notes, ask questions, and get your “ducks in a row” for a happy Autumn - and all the other seasons, too! “

Coffee and Cookies will be served!

RSVP by email: info@core-xwealth.com, or call us at 631-923-2486. We look forward to seeing you!