One event on May 7, 2018 at 1:30pm
Our SMART Plan Adviser, Marianne Cole, will be holding meetings on April 18 from 2-5 PM and May 7 from 1:30-5 PM at the BTU. All are welcome to make an appointment, whether currently participating in the SMART Plan or not. Please email Marianne to set up an appointment.
For those participating in the plan, we are offering Retirement Readiness Reviews. Marianne is now able to provide more comprehensive overviews of participants’ financial pictures and assist with a personalized savings and investment plan based on unique goals.