Maximizing Retirement Savings
Whether you are just starting to save for retirement or need to learn more about contributions and tax benefits, this seminar will provide an overview of the various types of retirement accounts available to you, along with helpful savings ideas. You'll learn how to leverage workplace retirement plans such as 401(k)s, Traditional and Roth IRAs, and taxable investing accounts to align with your savings and tax planning goals.
Senior Strategist, Investor Education, E*TRADE Securities LLC
Michael Cannizzaro, CRPC®, CRPS®, RICP® is a Senior Strategist of Investor Education with E*TRADE Securities LLC. Mike brings over 20 years of experience in the financial services industry with a concentrated focus on retirement planning, investing and savings. Mike conducts educational seminars for E*TRADE clients through monthly web-based presentations online, as well as at live regional events. His qualifications and perspective have been shaped by his previous work experiences as a Financial Advisor and in training and education roles. Mike holds licenses including: FINRA Series 24, 7, and 66.