Broker Check
09 March
"Before You Crunch the Numbers - Visualize Your Retirement" Client Education Dinner Event


Our guest speaker for the evening is:

Alan P. Valenca, CFP®, CIMA®
Vice President, T. Rowe Price Investment Services, Inc.
For decades, we've been helping participants find better ways to save for retirement. In recent years, financial wellness has taken center stage, addressing foundational financial issues which can hinder saving for long-term goals. But is financial wellness enough?  Visualize Retirement evolves the conversation by providing a scalable, differentiated way to help participants create their retirement vision to better understand not just how much to save, but what are they saving for.

Date and Time

Mon, Mar 09, 2020

5:30p - 8:00p EST


The Black and Orange Bar & Grill

474 Main Street
Woburn , MA 01801


There is ample parking across the street from the restaurant.

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Event Registration