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Is your New Year's Resolution getting your finances in shape? Then this free workshop is for you!
Join Dan Marean, Private Wealth Advisor from Skyeburst Wealth Management, to find out about the six key pillars of financial planning. Understanding these fundamental components can help you begin to devise a plan that meets your specific needs and goals as related to retirement, tax planning, investing and saving, and estate planning.
For adults. Registration encouraged. Please email Brittany at btuttle.ddm@minlib.net with questions.
About the Presenter:
Daniel J Marean, CFA, MBA, graduated from Northeastern and Bentley Universities and has 24 years of experience as a financial advisor. Currently, Daniel works as a Private Wealth Advisor at Skyeburst Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Skyeburst Wealth Management has been recognized as one of the Forbes Top Wealth Management Teams: High Net Worth for 2023, one of the Forbes Best-in-State Wealth Management Teams for 2023-2024 and one of the Barron's® Top 250 Private Wealth Management Teams for 2021 & 2023-2024.
Connect with Dan via his website.
AGE GROUP: | Senior (55+) | Adult (18+) |
EVENT TYPE: | Employment, Business & Finance | Education |
The Main Library is located on Church Street in Dedham Square. In addition to traditional library material, the Main Library also houses town archives, the Dedham Collection.
