Skidmore College Financial Coaching for Retirees

     Financial Coaching for Skidmore College Retirees:

     Financial Coaching, a 45-minute, confidential meeting with professional financial planner (David K. Carboni, Ph.D., CFP®), provides information, tools, and dose of motivation to help people make better financial decisions. Though Financial Coaching does not provide investment, tax, or legal advice, it helps one:

  • set financial priorities
  • apply financial planning techniques to improve your finances
  • formulate practical strategies to help you address your financial challenges
  • help you assume more responsibility for your financial future
  • more effectively use your employer’s employee benefits and retirement plans.

        As a reminder, Dave does not sell financial products or services so you can be sure his suggestions will only have your best interests in mind. 

  • 00

    days

  • 00

    hours

  • 00

    minutes

  • 00

    seconds

Date

Apr 23 2021

Time

9:00 am - 5:00 pm

Local Time

  • Timezone: America/New_York
  • Date: Apr 23 2021
  • Time: 9:00 am - 5:00 pm

Location

Remote-Zoom

Comments are closed for this article!

©Copyright 2020 DKC Retirement Associates LLC All rights reserved.
Web Hosting & development by www.dev2host.com