CPAFE April Meeting

  • April 02, 2014
  • 7:30 AM - 9:00 AM
  • Giant Super Foods Community Room, 3301 Trindle Rd, Camp Hill, PA
  • 35

Registration


Registration is closed


SPEAKING TOPIC:  

Let's Talk About the Elephant in the Room: Retirement - How Do I Get There?

SPEAKER: 

Bradley R. Newman, CFP



TABLE SPONSOR: TBA

- - - - - - - - - - - - - - - - - - 

Let's Talk About the Elephant in the Room: Retirement - How Do I Get There?

Bradley R. Newman, CFP

Come join us to hear Brad share with us the key areas of 

  • How Do I Know if I'm on Track for Retirement?
  • Investing is Complicated - Where Do I Start?
  • How Do I Find an Investment Advisor Who WIll Work FOR Me?
------------
Mr. Newman is a Certified Financial Planner™ at Roof Advisory Group, Inc., a fee-only investment management firm located in Harrisburg, PA. Mr. Newman is the firm’s Senior Advisor and a member of Senior Management Team. He oversees all financial planning, client service, and fixed income management functions of the firm. He currently serves as a board member of the Central PA Estate Planning Council. Mr. Newman received his BA from Juniata College. He is a Registered Investment Advisory Representative with the U.S. Securities & Exchange Commission.

Roof Advisory Group provides direct and ongoing customized portfolio management more than 180 high net-worth clients with total assets under management exceeding 300 million dollars. In addition, consultative investment advisory and financial planning services are provided to numerous non-managed clients on a periodic basis.







UPCOMING MEETINGS:
May 7th - 11:30am to 1pm at Linglestown Giant 
June 4th - 11:30am to 1pm at Linglestown Giant
July - No Meeting
August 6th - 7:30am to 9am at Camp Hill Giant

       

 Central PA Association for Female Executives   ~   P.O. Box 303   ~   Camp Hill, PA 17001      ~      Copyright 2017  All Rights Reserved


Designed by Ten Mile Run Web Design