Retirement Savings Strategies

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Joint PACE - TEMS Meeting on Financial Planning for Retirement

Presented by IEEE Rochester Section Professional Activities (PACE) and Technology & Engineering Management Society Chapter (TEMS) featuring Kellen C Gambeski, CFP® of Fidelity Investments

 


  Date and Time

  Location

  Hosts

  Registration


  • Date: 15 Nov 2018
  • Time: 12:00 PM to 01:00 PM
  • All times are (GMT-05:00) US/Eastern
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  • 3349 Monroe Avenue Rochester, NY 14618
  • Pittsford Plaza
  • Rochester, New York
  • United States 14618
  • Building: Fidelity Investments
  • Contact Event Host
  • Co-sponsored by Rochester Section PACE
  • Starts 20 October 2018 01:00 AM
  • Ends 15 November 2018 11:55 PM
  • All times are (GMT-05:00) US/Eastern
  • No Admission Charge

  Speakers

Kellen C Gambeski, CFP® Kellen C Gambeski, CFP® of Fidelity Investments

Topic:

Retirement Savings Strategies

The presentation will be a high level discussion around key considerations in order to properly save for retirement. 

Biography:

Kellen is a Financial Consultant for Fidelity Investments and has worked in this current position since 2015. Duties include providing advisory services to clients.  He graduated from Nazareth College of Rochester with a Bachelor of Science (BS) in 2008.
He was an Investments Representive at Fidelity from 2013 to 2015.

Address:Rochester Investor Center. Fidelity Investments, Pittsford Plaza , 3349 Monroe Avenue, Rochester, New York, United States, 14618




Agenda

12:00 – 12:15 PM  Networking and light lunch/refreshments      

12:15 – 1:00 PM  Presentation, Q&A


This is a lunch n' learn session.  Please register early for this event to help us plan refreshment counts.  Seating is limited.