CPAFE February Meeting

  • February 05, 2014
  • 11:30 AM - 1:00 PM
  • Giant Super Foods Community Room, 2300 Linglestown Rd, Harrisburg, PA
  • 39

Registration


Registration is closed

CANCELLED Due to Weather


SPEAKING TOPIC:  

How to Plan and Invest for Retirement

SPEAKER: 

Bradley R. Newman, CFP



MAIN SPONSOR: TBA

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How to Plan and Invest for Retirement

Bradley R. Newman, CFP

Come join us to hear Brad share with us the key areas of 

  • Quantifying Retirement Needs with Detailed Financial Planning
  • Considering Tax Implications
  • Hiring an Investment Advisor
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Mr. Newman is a Certified Financial Planner™ at Roof Advisory Group, Inc., a fee-only investment management firm located in Harrisburg, PA. Mr. Newman is the firm’s Senior Advisor and a member of Senior Management Team. He oversees all financial planning, client service, and fixed income management functions of the firm. He currently serves as a board member of the Central PA Estate Planning Council. Mr. Newman received his BA from Juniata College. He is a Registered Investment Advisory Representative with the U.S. Securities & Exchange Commission.

Roof Advisory Group provides direct and ongoing customized portfolio management more than 180 high net-worth clients with total assets under management exceeding 300 million dollars. In addition, consultative investment advisory and financial planning services are provided to numerous non-managed clients on a periodic basis.




       

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