Hosted by Steve Pomeranz, CFP®
NPR Radio Host, Certified Financial Planner with United Capital & Unbiased Investor’s Advocate
Tuesday, October 13th from 6:30pm – 8:00pm,
Award-Winning Radio Host of “On The Money”, Certified Financial Planner with United Capital & Unbiased Investor’s Advocate
Do you have someone with whom you can have an Honest Conversation about money? Someone who will present the facts as they are, with solutions that serve only your needs, tailored only to you?
In our next workshop, Steve will be discussing The Roadmap To Retirement:
- What are the most pertinent questions you should be asking yourself as you navigate the critical years of retirement?
- How are your thoughts and feelings going to impact your financial decision-making?
- The Smart Way To Invest For Income
- How the design of your portfolio fits into the whole picture.
About Steve Pomeranz & United Capital:
Since 2001, I’ve helped educate and counsel investors like you with truthful answers so they can make informed money decisions. I have been bringing you the same hard-hitting advice each week with “On The Money”. This show helps to protect you from self-serving forces within the financial services industry.
About United Capital Private Wealth Counseling
A Division of United Capital Financial Advisers
At United Capital Private Wealth Counseling, located in Boca Raton, we emphasize “unbiased advice.” Why? Simply because we are independent advisors in the truest sense of the word, always measuring the benefits of any action without regard to remuneration.
We accept no commissions nor do we represent any mutual fund company, money manager, brokerage firm, bank or insurance company. We create no product to sell to you and have no financial interest in any investment we recommend.
Our business is built on three pillars: Competence, Caring and Conservatism
Register for Free Here