Monthly Luncheon: Put Your Retirement Plan to Work
Name:
Monthly Luncheon: Put Your Retirement Plan to Work
Date:
March 11, 2025
Time:
11:30 AM - 1:00 PM EDT
Registration:
Register Now
Event Description:
Put Your Retirement Plan to Work is a presentation designed to educate employees about the importance of saving for retirement and enrolling in their employer's retirement plan. Participants will learn the importance of saving for retirement now, how to save through employer-sponsored retirement plans and other tax-advantaged options for building retirement savings.
Don’t miss our upcoming information session. We’ll discuss:
• The importance of saving for retirement
• How to save through your employer-sponsored plan
• Other tax-advantaged options for building your retirement savings
Lunch & networking time included!
Presented by Joseph Lotozo, CFP®, ChFC®, AAMS™, CRPC™, CRPS™
As a lifelong resident of Upper Arlington, Ohio, and a proud graduate of its high school, I have dedicated over 10 years as a financial advisor with Edward Jones. My deep understanding of the local community, combined with extensive professional experience, allows me to forge meaningful relationships with clients by focusing on what truly matters to them. My approach is rooted in a meticulously designed process to manage assets, create growth strategies and establish lasting legacies. We work closely with you, your CPA and your attorney to help ensure that you stay on track.
I attended "THE" Ohio State University and have earned my master's in personal financial planning and CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® certifications. I joined the firm in 2012 and enjoy building strong relationships with our clients.
Don’t miss our upcoming information session. We’ll discuss:
• The importance of saving for retirement
• How to save through your employer-sponsored plan
• Other tax-advantaged options for building your retirement savings
Lunch & networking time included!
Presented by Joseph Lotozo, CFP®, ChFC®, AAMS™, CRPC™, CRPS™
As a lifelong resident of Upper Arlington, Ohio, and a proud graduate of its high school, I have dedicated over 10 years as a financial advisor with Edward Jones. My deep understanding of the local community, combined with extensive professional experience, allows me to forge meaningful relationships with clients by focusing on what truly matters to them. My approach is rooted in a meticulously designed process to manage assets, create growth strategies and establish lasting legacies. We work closely with you, your CPA and your attorney to help ensure that you stay on track.
I attended "THE" Ohio State University and have earned my master's in personal financial planning and CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant® certifications. I joined the firm in 2012 and enjoy building strong relationships with our clients.
