Nick Stroia from Stoia Securities hosts: E-Money and RiskAnalyze - helping to organize your Wealth Management Needs.
Learn about how E-Money can help you organize your wealth management needs and planning for the future. E-Money allows you to track your net worth right fromyour mobile phone. It's a comprehensive wealth planning solution to support every stage of life with entrepreneurs in mind. Lunch will be served.
Nick will also give an overview of "Riskanalyze" and how this tool can be embedded into the E-Money application. This is a cutting edge technology that identifies your personal acceptable levels of risk and reward. Using this tool, Nick will show you how to ensure that your portfolio defines your investment defines your investment goals and expectations and take the guesswork out of your financial future. Lastly, Nick will also briefly cover the important topic of retirement plans for small business owners: SEPs, SIMPLEs 401K plans and Profit sharing plans.
DISCLAIMER: Nick Stroia is a registered representative of Sigma Financial Corporation, a member of FINRA/SIPC.Investment Advisor Representative of Sigma Planning Corporation, a Registered Investment Advisor.
Stroia Securities Services, Inc. is independent from Sigma Financial Corporation and Sigma Planning Corporation. Securities offered through Sigma Financial Corporation, member FINRA/SIPC.