Rejuvenate Your Retirement
Rejuvenate Your Retirement® is a retirement financial planning course that covers the key issues for today's retirees. Discover new ways to stay mentally, physically and socially active, as well as learn about important financial topics such as reducing taxes, assessing investment risk, planning for health care needs, and planning your estate.
Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, this course on financial planning after retirement will have something for every retiree.
Fall 2022 Workshops
In-classroom session | Workshop fee: $59
Register by clicking on the date selected:
Tuesday, September 27 & October 4
1:00 PM - 3:00 PM
Thursday, September 29 & October 6
10:00 AM - 12:00 PM
John Tallardy, AIF® CWS®
John entered the financial services profession in 2000 and is Managing Director of Reef Wealth Management. He is an Accredited Investment Fiduciary® and Certified Wealth Strategist®. John is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
John has served in various roles at top tier financial institutions including Director of The Hartford Mutual Funds and VP of Prudential Investment Management. In these positions, he acted as the “Advisor to the Financial Advisor” and coached financial professionals on wealth management issues to directly invest and manage in excess of $1Billion of client assets. John feels privileged to have worked with professional fund managers, analysts, corporate executives, and chief investment strategists from Fortune 100 companies.
John earned his Bachelor of Science degree in Finance and International Business from Marist College in New York. In school, he competed in Division 1 Men’s Lacrosse and as a post-graduate, loved traveling to many countries, gaining a first-hand understanding of global markets, economies, cultures, and customs.
Accredited Investment Fiduciary