Shaping Young Professionals for Financial Success

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Bob works as a financial planner at C.I.G. Private Wealth Management in Glastonbury CT and helps clients with all aspects of wealth management. He received a BS in Finance from the University of Connecticut and is actively pursuing his CERTIFIED FINANCIAL PLANNER™ designation. Bob works with many young professionals to help them begin to accumulate wealth and prepare for their futures. He also helps parents with college-bound children help with planning strategies from the time they are in preschool. Mr. Schneider has an extensive knowledge of college planning and how to prepare for the financial aid process.

His presentation will review how your assets and income are assessed when applying for financial aid. Many people have a difficult time saving for retirement while paying for their children’s education. This presentation will discuss some common mistakes as well as strategies you can use to help achieve your goals.