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Writing in a notebook.

Are you unsure about your finances and making the right money decisions?   Are you preparing for future financial stability? Please join us for these important seminars to get you moving in the right direction. 


Best of all,  they are FREE! 


Bryan Biagioli is a Financial Advisor at Morgan Stanley. He has 7 years of  financial industry experience. Prior to becoming a Financial Advisor, Bryan  spent several years working in New York City within institutional equity sales and trading. He is Series 7, 55, 63 and 65 licensed and holds a New York State
Insurance License for Life, Health, Variable Annuities, and Variable Life. Bryan  received a BS in Finance from Siena College and participates in ongoing  securities/insurance continuing education training. He is very active in the local  community, currently serving as Chairman of The Community Hospice’s Associate
Board and is a member of the Glens Falls Rotary Club.


Bryan will be providing the seminars in a three-part series. You are welcome to  attend one or all three! Start planning for the future, today!


Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) , its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.


SESSION 1: QUALIFIED RETIREMENT PLAN DISTRIBUTIONS:
  • SESSION 1: QUALIFIED RETIREMENT PLAN DISTRIBUTIONS: “CHOOSING INVESTMENTS FOR YOUR 401(K)”
  • 401ks are a great way to save for your retirement. However, what happens when you leave your company? Come learn about your various options and the most important factors you need to consider before making a decision.
  • WHEN.............. January 11 (Wednesday)
  • TIME............... 7:00-8:00 pm

SESSION 2: COLLEGE PLANNING ESSENTIALS: “529 COLLEGE SAVINGS
  • SESSION 2: COLLEGE PLANNING ESSENTIALS: “529 COLLEGE SAVINGS PLANS: SIMPLY THE SMART WAY TO SAVE FOR COLLEGE”
  • Household Budget, Home Improvements, Health Insurance, Retirement Savings, Credit Reports, Taxes, College Costs, Investments – how do you keep it all straight? Learn some easy steps to untangle the alphabet soup of your Financial Life.
  • WHEN.................. January 25 (Wednesday)
  • TIME.................... 7:00-8:00 pm

SESSION 3: ORGANIZING YOUR FINANCIAL LIFE:
  • SESSION 3: ORGANIZING YOUR FINANCIAL LIFE: “PLAN FOR YOUR FUTURE. MAKE IT HAPPEN!”
  • No doubt about it, a college education is a good investment. However, tuition continues to rise at a much faster rate than other expenses, so your savings need to keep pace. College savings plans differ in a variety of ways, including investments, tax benefits, and flexibility. Come learn about your options for reducing the pain of financing a college education.
  • WHEN...................... February 8 (Wednesday)
  • TIME........................ 7:00-8:00 pm

Registration Information
  • WHERE................ Queensbury High School, Room #160 (Aviation Road Entrance/Parking Area)
  • FEE......................FREE
  • CLASS SIZE......... Maximum 18
  • Please register online at recreation.queensbury.net or call the Department Office at 761-8216