Generation X/Y Financial Seminar
Am I Saving Enough in my 401(k) and Investing Wisely?
(for ages 25-49)

You are invited to a special beer tasting hosted by
StrategicPoint Investment Advisors

Carriage Inn & Saloon
1065 Tower Hill Road
North Kingstown, RI 02852
Friday, March 20th at 6:00pm

Please join us for a discussion about the unique financial challenges facing our generations.  Topics to be covered include 401(k) savings and allocation, ROTH and IRA investing and 529 college savings plans. Following a brief presentation, our advisors will be available for individual questions as we enjoy a complementary beer tasting coupled with special food pairings.

Hosted by our financial advisors: 

Megan Logee
Derek Amey
Chrissy Canapari

This event is exclusive to friends and family of StrategicPoint clients. Seating is limited. Please contact Laura Bard at (401) 273-1500 or lbard@strategicpoint.com with any questions.

To learn more about StrategicPoint Investment Advisors, visit our website.