How to Invest & Save for Retirement

427 Mendocino Avenue,Santa Rosa CA 95401

28 October, 2021

Description

Come to coLAB for lunch & a conversation around investing & the current financial market. Curious about the current financial market, investing and retirement planning? Join Brian Barrett & Jose Anaya from NY Life to discuss the basics of investing, get a market update and figure out how much you need to be saving for your retirement goals. Description: Learn the basics of investing to make the most of your money.Hear a market update on the economy and investment strategy.Learn how much to save to reach your retirement goals.This workshop is for all levels of investors. There will be time for Q&A for specific financial situations. Attendants will have an opportunity to schedule a 1-to-1 consultation with Brian & Jose. Lunch will be provided for pre-registered guests. About the Speakers, Brian Barrett & Jose Anaya: Brian Barrett Brian Barrett is a financial and insurance professional specializing in retirement planning for health care and construction professionals. He's worked and lived in Sonoma County for a little under 8 years, with 4 of those in finance. When Brian is not working to help advanced his clients' financial goals, you can find him near the water fishing and kayaking, or volunteering at organizations to help underserved youth in Sonoma County. Jose Anaya Jose has been serving clients as a financial professional since 2017 and has been blessed to work with a wide range of unique clients. Previous to joining the financial industry, he helped his parents with their family business while receiving his B.S. in Business Administration from Sonoma State University's School of Business and Economics. He is an active member of the National Association of Insurance and Financial Advisors, board Chair for the Santa Rosa Young Professionals Network and has been an assistant coach for Maria Carrillo High School's wrestling team since 2010. Brian BarrettFinancial Services ProfessionalC: (909) 362 6104E: [email protected] Stony Circle, Suite 200Santa Rosa, CA 95401CA INSURANCE LIC. # 0M36873Jose AnayaFinancial Services ProfessionalC:(707) 310-1762E: [email protected] INSURANCE LIC. #0L57131Agent, New York Life Insurance Company. Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency.