Retirement Workshops & Seminars.
Workshops
This workshop is designed for retired Officers & Firefighters that are considering hiring Brave Eagle Wealth Management as an Advisor. During this in-person workshop we will walk you through our investment process. You’ll learn how we implement Completion Portfolios for FDNY retirees in a tax-aware framework that is cognizant of each clients risk-tolerance.
Next Workshop
The next retiree workshop is scheduled for:
Wednesday September 25th, 2024 at 1:00 pm-Full, no more registrations available
You must register to attend, click the button below to register.
Location
Brave Eagle Wealth Management Office
48 Wall St
New York, NY 10005
Upcoming Workshops
Wednesday October 23rd, 2024 at 1:00 pm
You must register to attend, click the button below to register.
Location
Brave Eagle Wealth Management Office
48 Wall St
New York, NY 10005
Wednesday November 20th, 2024 at 1:00 pm
You must register to attend, click the button below to register.
Location
Brave Eagle Wealth Management Office
48 Wall St
New York, NY 10005
Seminars
Retirement seminars are designed for members of the FDNY that are close to retirement, or recently retired. The goal is to give you a framework to use in making retirement decisions. Some of the Important topics that are covered include the pension surplus, life insurance, tax planning, the Deferred Compensation Plan and other retirement plans, and investment portfolio management in retirement.
Event Speakers
Peter Thomann EA, CFP®
Richard Stangel, Omniquote
Robert Ruggirello, CFA
Upcoming Seminar
The next seminar is scheduled for:
Spring of 2025