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7 STEPS TO FINANCIAL SUCCESS | Waltham March 2017

Alex Swan, Concord Wealth Management

Thursday, March 30, 2017 from 12:00 PM to 1:00 PM (EDT)

7 STEPS TO  FINANCIAL SUCCESS | Waltham March 2017

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Type Remaining End Quantity
RSVP 29 Tickets 3d 13h 45m Free  

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Event Details

You are cordially invited to attend an exciting and interactive event focused on your financial objectives with John Laurito, CFP, CRPC, President and CEO of Concord Wealth Management!

This event is designed for those who want to get a better understanding of how to become financially savvy, and it will provide you with simple tactics and actions you can put into practice in order to make progress towards your financial goals.

Complimentary lunch will be served.

Questions? Contact Alex Swan alex.swan@cwmofnewengland.com | 781-966-3788

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John Laurito

John founded Concord Wealth Management in 2013, and he is responsible for managing and developing a broad range of business areas from recruiting and training, to production and advisor development, to marketing and expense management. With nearly 20 years of experience in the financial industry, John has a proven track record of success in organizational management and advisor development.
A graduate of Rutgers University in Newark, NJ, John earned his Bachelor of the Arts degree in Economics. He holds Financial Industry Regulatory Authority (FINRA) Series 4, 7, 24, 51, 63 and 66 licenses. John and his team of advisors help both individuals and businesses achieve their most important financial goals.
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John Laurito is a registered representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 230 Third Avenue, 4th Floor, Waltham, MA 02451 781-966-2980.
HTK is a wholly owned subsidiary of Penn Mutual. Concord Wealth Management is independent of HTK.

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Have questions about 7 STEPS TO FINANCIAL SUCCESS | Waltham March 2017? Contact Alex Swan, Concord Wealth Management

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When & Where


Concord Wealth Management
230 Third Avenue
6th Floor
Waltham, MA 02451

Thursday, March 30, 2017 from 12:00 PM to 1:00 PM (EDT)


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Organizer

Alex Swan, Concord Wealth Management

Alex Swan, Alex.Swan@cwmofnewengland.com or 781-966-3788

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7 STEPS TO FINANCIAL SUCCESS | Waltham March 2017
Things to do in Waltham, MA Class Other

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