Lowcountry Region Meeting
Healthy Financial Shape:
Retirement Planning
Date:
Tuesday, January 29, 2019
Location:
Country Club of Charleston
1 Country Club Drive
Charleston, SC 29241
Program Speaker:
Paul Vannatta, CFP, CRPC, of the Vannatta Group
Program Summary:
Paul has been with Merrill Lynch since 1997. He holds the CERTIFIED FINANCIAL PLANNER™ certification (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning CounselorSM (CRPC®) designation. He focuses on 401k employee education and executive services. Paul graduated from Penn State University with a B.S. in Finance and studied International Business & Economics at Cologne University, Germany. Paul and his family reside in Sullivan’s Island, SC.
Program Schedule:
10:00am – 10:30am Arrival & Networking
10:30am – 12:00pm Education
12 Noon – 1:00 pm Lunch
Program Fee:
$20 for the First Attendee, $15 for each Additional Attendee
RSVP:
Jenn Paciotti
[email protected]
843-849-3597
Registration Deadline:
01/24/19
Attire:
Country Club Casual
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