By The Gallo Group of Merrill Lynch
SAVE THE DATE
Stockton–Saturday, September 28th at 9 AM
Milpitas–Saturday, September 28th at 1:30 PM
San Luis Obispo–Saturday, October 5th at 9AM
Sacramento-Saturday, October 19th at 9 AM
Concord–Saturday, October 19th at 1:30 PM
Santa Rosa–Saturday, October 26th at 9 AM
Foster City–Saturday, October 26th at 1:30 PM
TOPICS OF DISCUSSION
- Healthcare Cost/Medicare
- Optimize Social Security
- Investing for Retirement
- Pre-Retirement Preparations
- Building your Retirement Plan
Presenter: Matthew D Gallo, CPFA™, CPWA®
Managing Director, Senior Financial Advisor
