Mark J. Setaro, CFA
108 5th Street SE, Suite 301A
Free one to two hour consultation for those who are concerned about how to invest, save for college, and plan for retirement.
Relevant topics include:
"College Funding: It's Not Just About the 529 Plan."
"Long Term Care Insurance: When is it Appropriate? Will a Group Plan Fulfill My Needs?"
"Six Mistakes Retirees Make with Their Finances and How to Avoid Them."
*Offer valid when you mention the UVa Medical Center Employee Discount Program.