The Westchester Networking Organization (WNO) invites you to our monthly meeting on Monday, October 21, 2013 at the Croton On Hudson Free Library,
· Chris Kampitsis and Ben Soccodato of Metlife will present, “Managing Your Money While In Transition”
· Light refreshments, courtesy of
· The WNO Career Doctor is in. Plan to visit with independent career coach Linsey Levine, who will offer brief, professional one-on-one advisory sessions.
· NEW! Lew Tischler will offer brief Small Business advisory sessions. Come in early to sign up.
If you plan on coming, our meetings are free, but you must register at http://wno201301021.eventbrite.com. Should you discover you will be unable to attend, extend your apologies by sending us an email at wno1635@gmail.com so that we can open our doors to others. Seating is limited.
Get the most from WNO meetings:
- Bring your business cards.
- Bring your resume or marketing plan to review with Linsey.
- You are always making an impression. Business casual is expected.
- If you are not already a member, join our WNO Yahoo Group. Follow all instructions carefully.
- After the meeting, new members will receive an invitation to join our LinkedIn group.
October 21, 2013 – Agenda:
6:00 pm -7:00 pm: Open networking
7:00 pm -7:10 pm: Greetings and general announcements
7:10 pm -8:25 pm: Metlife Advisors – “Managing Your Money While In Transition”
8:27 pm -8:45 pm: Open networking
8:45 pm:-Meeting ends
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| Particularly in an uncertain economy, it's difficult to know how best to grow your investments. While in transition, your focus changes to how best to handle ongoing expenses. In October, financial advisors Chris Kampitsis and Benjamin Soccodato of Barnum Financial Group (BFG), an Office of MetLife, will share best practices for living comfortably on a reduced income. As a Financial Planner with Barnum Financial Group, Chris serves the investment and protection needs of individuals and their families as well as work with corporations and their employees. His practice is focused around long-lasting relationships based on providing clients with holistic financial and retirement planning, investor education, and quality service. Chris’ process begins with a comprehensive review of his client’s overall assets and income sources, including investments, retirement plans, real estate, annuities, and stock options. After an initial meeting, he analyzes the client’s situation and identifies strategies and solutions. He began his career as a paralegal specializing in Estate and Family Law which gave him a strong foundation for understanding the financial challenges and opportunities individuals face on a daily basis. He works with clients to customize a plan that integrates their objectives within a larger, overall financial strategy. Chris graduated Magna Cum Laude at |
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| Benjamin Soccodato is a CERTIFIED FINANCIAL PLANNER™ recipient at Barnum Financial Group (BFG). Ben’s mission is to provide his clients with financial comfort and security, helping them envision and achieve their financial goals. Ben’s primary focus is comprehensive financial planning. He provides his clients with the framework and blueprint for their financial future. Asset and Risk management, as well as Estate and Business succession strategies, are his core competencies. By aligning himself with area tax and legal advisors as well as bankers, Ben can truly provide comprehensive professional financial planning services for his clients. The combination of being with both MetLife and BFG avails Ben of the resources of one of the world’s largest financial institutions together with the personal services and attention that are the hallmark of a smaller organization. Establishing and maintaining long lasting partnerships is the top priority of Ben and his team. Ben graduated from |
Secure your seat. Register at http://wno20131021.eventbrite.com/. Walk-ins are welcome on a non-guaranteed first-come, first-served basis and must fill in a registration form at the front desk as well as present a business card.
The Free Croton Library parking lot is limited in space, please park in the back or on the street, the wise networker carpools.
We have a very limited number of available seats, remember to register early.
We have a new website, please take a moment and sneak a peek at http://wno.weebly.com. Be sure to check out what’s happening at our upcoming events.
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