Investing for financial goals: How company stock benefits can fit within your investment plan
Please join E*TRADE as we walk through a comprehensive four-step financial goal planning process to learn fundamental concepts on how to invest for your goals, and how company stock benefits may fit within your overall savings and investment plan.
Corporate Services, Investor Education E*TRADE Securities LLC
Michael Cannizzaro, CFP®, CRPC®, CRPS®, RICP® is a participant education specialist for the Investor Education team with E*TRADE Securities’ Corporate Services group. Mike brings over 23 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 corporate participants through web-based presentations online, as well as at live on-site 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, 6, 63, 66.
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