December 2018

Guest speakers:

• Michael E. Malz, CFP®, CRPS® Senior Vice President-Wealth Management Corporate Retirement Services Director Senior Investment Management Consultant Portfolio Manager Wealth Advisor
• Julie Knight, CFP®, CLTC, CDFA® Vice President- Wealth Management Portfolio Manager Financial Planning Specialist Financial Advisor

View more information on the presenters here.

Materials:
The Wealth Organizer
Understanding Social Security