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Free seminar held on financial planning

Posted: November 8, 2012 2:00 a.m.
Updated: November 8, 2012 2:00 a.m.
 

A seminar to educate people on the ins and outs of financial planning features multiple speakers on several topics Nov. 13 at the Valencia Country Club from 5:45-8 p.m.

Open to the public at large for no charge, a number of local businesses have joined local organizer, Jerry Citarella from Valencia-based Infinity Wealth Management, to help people navigate through the scores of investment options when planning for their future. The seminar is titled “The Truth Helps Success Symposium.”

“This is not a sales pitch presentation,” Citarella said. “This is strictly educational.”

Among the local businesses partnering with the event are the Bank of Santa Clarita, Estate Realty Group, Friedman, Thompson & Company, Pacific Funding, Realty Executives, State Farm and more.

There are a number of speakers from national and international firms who will share their expertise on third party money management, REIT’s and alternatives, annuities, and company-sponsored retirement and 401k plans.

Food and drinks will be provided.

For more information, call 661-255-9555 ext. 15 or to register to attend the free event, go online at http://successsymposium.eventbrite.com.

 

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