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Changing the Way       the World Works

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New England Region F

Conference 2010

Boston University    Saturday, April 10

Boston, MA   

 

 

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 Early Career “Your Financial Journey”

 

Description

 

In this session, we will explore the value of budgeting, investing basics, and providing for dependants. As with any journey, we have to figure out where we are so we can map out a route to where we want to be in the future. During “Your financial journey,” we will discuss:

  • Roadblocks to success
  • Marking your location
  • Preparing for your journey
  • Reaching your destination
  • Rules of the road

Today we’re at Point A, and to reach Point B will take discipline and patience. But if we prepare for our journey correctly, the opportunity to build a nest egg for our retirement or any other financial goal will make all of our efforts worthwhile.

 

About the Presenter

 

Darrell Fox is a Financial Advisor with Wells Fargo Advisors in Mystic, Connecticut. He is a Chartered Retirement Planning Councilor.sm To earn this certification, a candidate must complete intensive training offered through the College for Financial Planning. This training program covers many important investment planning concepts, including asset management, estate planning and retirement planning. CRPC® professionals must also pass a rigorous examination and sign a code of ethics.

 

 

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        Darrell Fox

 

Our 2010 Corporate Sponsors

 

Pioneering:

Sikorsky

General Dynamics

Raytheon

 

Innovative:

 

Progressive:

US Navy