EFPR Group Companies

For over 60 years, our knowledgeable and experienced team of CPAs and business consultants have been serving individuals and businesses in Western New York and around the nation.

Event: How Can You Diversify Your Portfolio & Protect Against Loss?

You are invited to join us for breakfast and an educational seminar on strategies to help protect and potentially grow your retirement assets.

It’s no secret: equities offer excellent potential for retirement savings growth. Even in volatile times, investing – and staying invested – has the potential to make an impact on your future retirement success. With the stock market trading near all-time highs and interest rates near an all-time lows, how can you grow your portfolio while minimizing risk?

EFPR Group and Beltz Ianni & Associates have joined together to bring you a 60 minute presentation on a new approach to help your investments track major equity indexes (e.g., S&P 500) and reduce potential losses.

Don’t Miss this highly informative discussion.

Date: Wednesday, October 19, 2016

Time: 8:00-8:30 AM Registration and Breakfast; 8:30-9:30 AM Presentation

Location: Locust Hill Country Club 2000 Jefferson Road Pittsford, NY 14534

Speaker: Mark W. Comstock, Regional Sales Vice President, MetLife. With over 25 years of financial services experience, Mark brings with him a proven background in retirement income strategies. Prior to joining MetLife Investors Distribution Company, Mark worked for Aetna and was responsible for wholesaling various life insurance and annuity products throughout multiple distribution channels in Upstate New York. Mark Comstock holds a B.S. in Business Management from Rochester Institute of Technology.

Hosts: Mario DiLuigi, CPA, EFPR Group, and David Ianni, CLU, Beltz Ianni & Associates

RSVP: Seats are limited. To attend this free, informative seminar, you must register by October 12. Please call Alyssa Becker at 585-295-0519 or email ABecker@EFPRgroup.com

Securities and investment advisory services offered through Cadaret Grant & Co, Inc. (One Lincoln Center, Syracuse, NY 13202 315.471.2191) member FINRA/SIPC. Beltz Ianni & Associates and Cadaret Grant are separate entities.

For more information call