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Comprehensive-Wealth-Management

(718) 980-3737
243 Main Street
Staten Island, NY 10307

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Events

College Financial Aid Planning

February 6, 2017

5:30p - 6:54p Eastern Standard Time

53 Street Branch New York Public Library

Planning to fund college expenses can be daunting. From choosing a college to completing forms, it can all see overwhelming. Allan Katz, CFP lends insight into how the system works and what you need to know.

 

Estate Planning Basics

February 21, 2017

2:00p - 3:00p Eastern Standard Time

South Shore Bar & Grill

Have you put together a plan to leave a legacy to your family or handle your long term care needs? Meet Allan Katz, CFP and Mark Gallo who will detail important facts that you need to know.

 

Estate Planning Basics

February 23, 2017

2:00p - 3:00p Eastern Standard Time

South Shore Bar & Grill

Have you put together a plan to leave a legacy to your family or handle your long term care needs? Meet Allan Katz, CFP and Mark Gallo who will detail important facts that you need to know.

 

College Financial Aid Planning

March 4, 2017

12:00p - 1:00p Eastern Standard Time

Bronx Library Center NY Public Library

The process of choosing a college and funding the cost can seem daunting and overwhelming. Allan Katz, CFP will explain the process and answer your most pressing questions.

 

Medicare Planning

March 8, 2017

3:30p - 4:30p Eastern Standard Time

Dongan Hills Brance NY Public Library

With all of the changes and options, choosing a Medicare Solution can be confusing. Allan Katz, CFP overviews your choices and what you should think about in making a decision.

 

College Financial Aid Planning

March 11, 2017

2:00p - 3:00p Eastern Standard Time

Sedgwick Branch NY Public Library

Choosing a college and funding the cost can be overwhelming. Allan Katz, CFP overviews the process and answers your most complex questons.

 

Retirement Planning

March 15, 2017

5:30p - 6:30p Eastern Standard Time

Ottendorfer Branch NY Public Library

Retirement planning can be daunting. Come get simplified answers to your most pressing questions from Allan Katz, CFP, President of Comprehensive Wealth Management Group, LLC.

 

Medicare Planning

March 18, 2017

1:00p - 2:00p Eastern Standard Time

Stapleton Branch NY Public Library

With all of the changes and options, choosing a Medicare Solution can be confusing. Allan Katz, CFP overviews your choices and what you should think about in making a decision.

 

College Financial Aid Planning

March 25, 2017

2:00p - 3:00p Eastern Standard Time

Kingsbridge Branch NY Public Library

The process of choosing a college and funding the cost can seem daunting and overwhelming. Allan Katz, CFP will explain the process and answer your most pressing questions.

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