Broker Check
16 May
More Retirement Income With or Without Annuities

Description

You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary meal immediately after the presentation. Please join local retirement specialist, Benjamin Barning who will share insights on taxes, the economy, potential changes coming from Washington – and what it all means for your retirement.

Agnieszka (Aggie) Valenta
CFP®, CRPC®, AWMA®, SE-AWMA®, ABFP ®
Investment Advisor Representative

I was born and raised in Poland and have resided in New England since 1992. I am a Financial Advisor with a taxation and accounting background. I have earned a Master of Science in Personal Financial Planning from the College for Financial Planning, a Master of Science in Business Administration from the University of Hartford, and a Bachelor of Science degree in Business Management with a concentration in Accounting from Westfield State University. I hold designations as a Master Planner Advanced Studies™ (MPAS®), a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Portfolio Management Advisor™ (APMA®), an Accredited Behavioral Finance Professional™ (ABFP®), a Chartered Retirement Planning Counselor™ (CRPC®), an Accredited Wealth Management Advisor™ (AWMA®), and a Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) from the College for Financial Planning. I have my Series 7, 66, Life, Accident and Health, and NMLS licenses. I am passionate about finances and educating others on the importance of proper financial planning.

I am an ultra-marathoner, author, hiker, kayaker, and world traveler. I also do construction projects as a hobby. I have been married to my husband, Christopher, since 2004, and we have three children together. I support many health charities, including autism charities, as my youngest daughter has autism. I also wrote two children’s books about autism to help children understand autism and how to be better friends with those on the spectrum.

I am a lifetime learner and continue to expand my knowledge.


Date and Time

Thu, May 16, 2024

6:00p - 8:00p EST

Location

Tucker's Restaurant (Southwick, MA)

625 College Highway
Southwick, MA 01077
View on Map
PT2H

Event Registration


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