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Upcoming Events

At Fragasso, we believe that an informed investor feels more confident in their financial decisions. This is why we host several education events for clients throughout the year. Our team of professionals shares timely and relevant information on matters that are important to the financial well-being of our clients and their families.

Fall 2018 CCAC registration information

Can You Afford to Retire?
Ask yourself, can you afford to retire? Designed for pre-retirees, this course covers how to use basic financial principles as you anticipate and plan strategically for your comprehensive retirement needs. Learning to use proper planning methods will help you address and pursue those needs for the full length of your retirement. In addition to retirement planning topics, the impacts of your personal investment portfolio, estate plan, insurance, social security and more are discussed. Tuition includes a course book and a complimentary financial analysis. Couples may attend together for a single registration fee.

North Campus, Instructor William Wolfe
Wednesdays, 10/3 -1/10
6:00 – 8:30PM

Ft. Couch Middle School, Instructor Brian Robinette
Thursdays, 9/20 – 9/27
6:00 – 8:30PM

South Campus, Instructor Michael Fertig
Mondays 9/17- 9/24
6:00 – 8:30PM

A Financial Workshop for Women
This event is designed for women who are married, single or possibly in a period of transition in their life (i.e. divorce or widowed) and tend to make the financial decisions for their household or has an interest in learning more about holistic financial planning. This workshop covers time-tested financial planning principles and strategies tailored towards women’s needs. Whether your particular objectives are education funding, retirement or estate planning, this seminar offers comprehensive strategies to help work towards your financial life goals. Methods for investment evaluation, insurance needs, estate planning and financial planning in divorce are also covered. Tuition includes a course book and a complimentary financial analysis.

North Campus, Instructors Karen Lapina and William Wolfe
Wednesdays, 9/19 – 9/26
6:00 – 8:30PM

Ft. Couch Middle School, Instructors Karen Lapina and Brian Robinette
Thursdays, 10/18 – 10/25
6:00 – 8:30PM

Find out how our approach can help you pursue your financial goals!