Retirement Planning Today® is designed for adults looking to retire anytime within the next 15 years. The course addresses financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire next year or 15 years from now, the information you learn in this class can deliver rewards throughout your lifetime.
This is an online, instructor-led course.
Instructions will be sent after submitting your registration.
Workshop fee: $59
For the Wednesday session:
For the Saturday session:
- 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