Broker Check
13 June
Top IRA & 401(k) Mistakes to Avoid Live Webinar

Description

Learn how to avoid the critical mistakes that a staggering 80% of IRA owners tend to make.

Dear 401(k), IRA, 403(b), and retirement account holders, it's imperative to stay informed and prepared for impending changes that could significantly impact your financial future.

Are you prepared to uncover the keys to steering clear of costly IRA errors and unlocking the full potential of your IRA and 401(k)? In light of the ongoing economic uncertainty, adapting your retirement planning strategies to safeguard your savings has never been more essential.

Don't miss out on this enlightening group presentation hosted by Agnieszka (Aggie) Valenta.

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, Jun 13, 2024

6:00p - 7:00p EST

Location

Webinar

PT1H

Event Registration


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