FAIRFIELD, CT - Rocco & Associates Wealth Management, Inc. (roccoandassociates.com) has announced it will be offering a free retirement planning event on Wednesday, March 29th at the Colony Grill from 5:00-7:00pm, 1520 Post Rd.
When was the last time you truly got professional advice on your qualified retirement plans at your place of employment (i.e. 401ks, Simple/SEP IRAs, 403Bs)?
In an effort to help simplify the lives of its clients and friends, Rocco & Associates will be hosting a grab 'n' go event where attendees will be encouraged to bring copies of their company sponsored retirement plan statements. "We are constantly surprised at how many clients come to us with questions and concerns about their retirement plans at work. A few clients have told us that they closed their eyes and chose investments at random! That is not the answer. It is important that these assets are allocated in a manner that is consistent with your overall financial plan and not viewed separately," said Charlie Rocco, President & CEO of Rocco & Associates.
Throughout the month of March the firm will be focused on increasing awareness on Retirement Planning through its blogs, social media, monthly newsletter and this event. "We want this to be a completely informal evening, where people can stop by Colony, drop off copies of the documents, have a drink, grab a pizza to go, and head back home. We want to make this as easy as possible," said Eric Johnson, COO. There is no charge or obligation for the event (or the dinner to go). Once the firm reviews and discusses the documents, we will reach out to the attendees to make any recommendations.
"We see a big disconnect between clients' savings and their company sponsored retirement plans. There is often little guidance on how these plans should be allocated, and often participants are simply guided into aged based investment choices. We believe a more active approach to insuring these plans are on track may be warranted. Even if we can't manage the assets directly, there is still an opportunity to provide valuable education on how they should be," says Johnson.
The busy lives of the firm's existing as well as prospective clients was a driving force behind the event's structure. "The reason we set this up the way we did was to take that time consideration off the table, and put a pizza on it when you get home," said Johnson, "we simply want to make an introduction and create a forum to answer questions in a convenient and comfortable environment."
Rocco & Associates Wealth Management, Inc. was founded in 1973 to assist individuals and families across all aspects of their financial lives. The firm provides life planning and seeks to create financial stability and independence for each client. In doing so, Rocco & Associates has earned a reputation for excellence within the community by providing high-touch, personalized, service. Our team has provided unbiased advice and guidance for over 40 years.