Lunch & Learn

Lunch & Learn – How much do YOU need to retire comfortably?

Lunch and Learn: Rob Pizzichetta , Director of Mont Wealth - How much do YOU need to retire comfortably?

Retirement and financial planning is a broad topic however in this uncertain economic environment, a sound financial strategy can help you achieve your goals and objectives

In this lunch and learn Rob will discuss:

  • The economy and the changing investment landscape
  • How much do YOU will need in retirement
  • Superannuation changes and how they will impact you
  • Strategies to save for kids education and their future
  • The importance of estate planning

Book Your Spot Today!

Retirement and financial planning is a broad topic, a sound financial strategy can help you achieve your goals and objectives.