By Mark Dolinski, VP of Professional Development & Training
Sam and Paul Marrella, co-owners and partners at Marrella Financial Group LCC, have spent the last three decades helping families and business owners make intelligent, well-informed financial decisions. If you have spent enough time with them, you will often hear them say: “Investing is the easy part.” In the complex world we live in today, there are many facets of one’s financial life and the actual investing is just one small piece of the overall puzzle.
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. If you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan is very important, but making sure it accomplishes your goals and encompasses your entire financial picture is vital.
The webinar series, “Mind Your Business” was created to provide Greater Reading Chamber Alliance members with valuable education, but to do so in an interactive and educational fashion with topics you want to hear. Most importantly, the goal is to get you thinking about the right questions to ask when it comes to your and your family’s financial decisions.
In the first installment, Paul and Sam will get you thinking differently about the age-old questions: “How much money do I need to retire?” and “How do I increase the probability I don’t run out of money?”
Topics and takeaways:
- Why is investing the easy part?
- The four big risks of retirement
- What if you live longer than you expect?
- How do you offset the effects of inflation?
- What if you retire at a bad time?
- How do you manage your emotions when you no longer receive a paycheck?
Better questions to ask your professionals when it comes to your wealth and retirement.
It will be a a fun, interactive and casual forum to answer questions or discuss topics.
Don’t miss this opportunity to hear from two prominent, GRCA members pose insightful questions and discuss one of the most important topics for you and your family’s financial wellbeing.
As Albert Einstein stated: “If I had an hour to solve a problem and my life depended on it, I would use the first 55 minutes determining the proper questions to ask.”
We have the questions ready for you, are you ready to hear the answers? Join us for an hour of interactive, thought-provoking learning in the first installment of the webinar series, “Mind Your Business.”
When: Wednesday, Jan. 19, from 1 p.m. to 2 p.m.
Location: Virtual Zoom webinar.
Registration Fee: FREE to members and $50 to not-yet members.
For additional information, please contact Mark Dolinski, Vice President of Training and Professional Development at [email protected].