Financial Planning Bootcamp with Alex Neri CFP®, ChFC ®, RICP ®

Take control of your financial future with this three-week course designed to equip you with the tools, knowledge, and strategies to make confident financial decisions. Led by local financial advisor Alex Neri, CFP®, ChFC ®, RICP ®, this series breaks down complex topics into practical sessions that can help you feel more prepared and empowered.

Over the course of three weeks, we will cover six financial topics that include: Investment Planning, Retirement Planning, Risk Management, Tax Planning, Estate Planning, and Custom Goal Planning.

Whether you're preparing for retirement, managing a recent financial windfall, or simply looking to make smarter money decisions, this bootcamp is a great place to start.

This class will be held in-person at the Victor Campus Center but will be available at the Geneva Campus Center and the Newark Campus Center where WebEx will be used to attend the cass synchronously.

Financial Planning Bootcamp with Alex Neri CFP®, ChFC ®, RICP ®

Take control of your financial future with this three-week course designed to equip you with the tools, knowledge, and strategies to make confident financial decisions. Led by local financial advisor Alex Neri, CFP®, ChFC ®, RICP ®, this series breaks down complex topics into practical sessions that can help you feel more prepared and empowered.

Over the course of three weeks, we will cover six financial topics that include: Investment Planning, Retirement Planning, Risk Management, Tax Planning, Estate Planning, and Custom Goal Planning.

Whether you're preparing for retirement, managing a recent financial windfall, or simply looking to make smarter money decisions, this bootcamp is a great place to start.

This class will be held at the Geneva Campus Center where WebEx will be used to attend the class synchronously online. The class willalso be available at the Newark Campus Center as a synchronous online class. The class will be held in-person at the Victor Campus Center.

Financial Planning Bootcamp with Alex Neri CFP®, ChFC ®, RICP ®

Take control of your financial future with this three-week course designed to equip you with the tools, knowledge, and strategies to make confident financial decisions. Led by local financial advisor Alex Neri, CFP®, ChFC ®, RICP ®, this series breaks down complex topics into practical sessions that can help you feel more prepared and empowered.

Over the course of three weeks, we will cover six financial topics that include: Investment Planning, Retirement Planning, Risk Management, Tax Planning, Estate Planning, and Custom Goal Planning.

Whether you're preparing for retirement, managing a recent financial windfall, or simply looking to make smarter money decisions, this bootcamp is a great place to start.

This class will be held at the Newark Campus Center where WebEx will be used to attend the class synchronously online. The class will also be available at the Geneva Campus Center as a synchronous online class. The class will be held in-person at the Victor Campus Center.