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Event Information:

  • Wed
    17
    May
    2023

    Evening Of Financial Planning Set For May 17th! FREE & OPEN TO PUBLIC

    6 - 8pm15 Morristown Road, Bernardsville, (Masons Lodge)

    Chamber Post: Chamber Evening Of Financial Planning Set For May 17th!

    Open & Free To The Public!

    (BERNARDSVILLE, NJ) Nicole Rosa of Morgan Stanley will present a free evening of financial planning on Wednesday, May 17th, at 15 Morristown Road, Bernardsville, (Masons Lodge), from 6 to 8pm.

    Hosted by the Bernards Township Regional Chamber of Commerce, Ms. Nicole Rosa will discuss the important topics facing all in these current times.

    "I am so excited to discuss and share on the extremely important topic of retirement planning, because it is relevant and important to virtually everyone, regardless of age and other life circumstances. I’ll focus the discussion on how to begin thinking about that next chapter of your life, what risks might be standing between you and your retirement, and how to develop a retirement strategy to help you achieve your goals.

    Please join us, bring a friend or family member, and come ready with questions so we can discuss them during or after the presentation. I look forward to meeting and helping you feel more confident about your path towards retirement," comments Rosa.

    Nicole Rosa is a CFP®, CDFA®, Financial Planning Specialist, Financial Advisor for Morgan Stanley.

    "We are pleased to have Nicole Rosa present this free & open to the public event. Many have serious concerns over retirement, lost wealth, college planning and so on. Nicole will take these topics and others head on and provide valued recommendations for your proper planning. We invite everyone to attend. In addition, we continue to thank the Congdon Overlook Masons for the use of their lodge for this community program," states Chamber President, Al LiCata.

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