|Please plan to attend a "lunch and learn" on September 12th from 12:00-1:30 at the Cambridge House, 357 Salmon Brook St, Granby, CT 06035. There will be a presentation by David Ricci, an LPL Financial Investment Advisor Representative, on retirement income planning. David will discuss developing an income plan, understanding the five key financial risks facing retirees and how to maximize your income sources. Whether you have a plan or are just wondering what may be available this will be a worthwhile event.|
David Ricci has over 25 years of experience in the investment and retirement industry and has worked for some of the country's largest investment management and banking firms. He holds FINRA Series 7 and 66 licenses with LPL Financial as well as Massachusetts and Connecticut Life and Variable Insurance licenses. David enjoys playing golf, entertaining friends and family in his kitchen, and spending time with his wife, daughter, son, and their Cavalier King Charles Spaniel.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
The information contained in this e-mail message is being transmitted to
and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Westfield Bank and Westfield Investment Services (WIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WIS, and may also be employees of Westfield Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westfield Bank or WIS. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
September 12th, 2019.
12:00 PM-1:30 PM
Camridge House Brew Pub 357 Salmon Brook Street Granby, CT
0.00 for chamber members $10.00 non-members