Lowcountry Region Meeting

Healthy Financial Shape:

Retirement Planning

Date: 
Tuesday, January 29, 2019

Location: 
Country Club of Charleston
1 Country Club Drive
Charleston, SC 29241

Program Speaker: 
Paul Vannatta, CFP, CRPC, of the Vannatta Group

Program Summary: 
Paul has been with Merrill Lynch since 1997. He holds the CERTIFIED FINANCIAL PLANNER™ certification (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning CounselorSM (CRPC®) designation. He focuses on 401k employee education and executive services. Paul graduated from Penn State University with a B.S. in Finance and studied International Business & Economics at Cologne University, Germany. Paul and his family reside in Sullivan’s Island, SC.

Program Schedule:
10:00am – 10:30am Arrival & Networking
10:30am – 12:00pm Education
12 Noon – 1:00 pm Lunch

Program Fee:
$20 for the First Attendee, $15 for each Additional Attendee

RSVP: 
Jenn Paciotti
[email protected]
843-849-3597

Registration Deadline: 
01/24/19

Attire: 
Country Club Casual