Join the ARCC for an informative webinar on learning how to make the most of your financial and employee retention strategies with the financial coaching team from Charter Oak Financial.
Financial planning can be daunting, but it doesn't have to be!
Financial strategists Brian Dray and Michael LaPage of Charter Oak Financial will discuss important factors to consider based on where you are in your life and career.
Key topics include:
About our Speakers
- Tax deductible retirement options
- Predictable retirement income strategies
- Financial goal tracking
- Options for key employee retention
- Social Security options and more.
is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. Brian focuses his practice on the business and retirement planning needs of families and business
is the managing director, recruiter, trainer and mentor of the team of advisors for Charter Oak's Saratoga Springs and Latham offices.
There will be the opportunity to ask questions via the Zoom chatroom throughout this session.