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B:Hive Speaker Series: Financial Planning w. Victoria and Angelo Pietri

October 5, 2018 @ 8:00 am - 5:00 pm

B:Hive Coworking

Victoria and Angelo Pietri. Angelo has worked in the financial services industry for 5 years. He has built his own business which approaches personal finances and investments in a new way. He has developed a series of workshops designed to provide professional level financial planning and coaching to a younger generation. As a regular speaker at local high schools he gives back to the community by supporting students who are new to personal finance. He runs workshops for new investors allowing him to provide personal advice to those who need it most. Lastly he works with clients on an individual level to build financial plans, help to manage portfolios, and assist with the complexities of financial markets. Victoria is a professional photographer and entrepreneur. She photographs primarily mothers and is passionate about creating an educational and holistic community for new mothers through her website, social media, and events. As husband and wife Victoria and Angelo run their businesses together with the goal of supporting happy, healthy, and financially secure families in New England. They partner together to support and grow their businesses and provide outreach to their community. Workshop: This financial planning workshop is designed for individuals or couples to attend and work with a group to build a financial plan. Together we discuss successes, challenges and dreams, set short term and long term goals, hear tips about saving and investing, and build a network of people who can help you along the way. Every attendee with receive a workbook where they can build a unique plan and use the resources inside to implement their personal vision. Disclosure: Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC]]>

Details

Date:
October 5, 2018
Time:
8:00 am - 5:00 pm
Website:
https://www.facebook.com/events/312457815987961/

Venue