RetireSMART

Financial Education Seminar Series

Tuesday, November 15
6:30 p.m.
Zoom

Award-winning author, Mark Anthony Grimaldi, joins us to discuss his books, RetireSMART: How to Plan for a Tax-Free Retirement and RetireSMART II: The Gig Economy Edition.

Mark will focus on the various types of retirement savings and his own tips for how to use them to your benefit for a retirement with higher income and lower taxes. His first book focuses on those working in the corporate world, while the second book applies some of those same priniciples for the rising culture of the gig economy.

Upon registering, please refer to the confirmation email for the Zoom link to join our session.

Mark Grimaldi Author

About Mark Anthony Grimaldi:

Mr. Grimaldi graduated from SUNY Cobleskill, NY in 1983 with an AA in Liberal Arts and was named an “Alumnus of Distinction” in 2012. It was at SUNY Cobleskill where he discovered his passion for Economics. Mr. Grimaldi also received a BA degree in economics from Albany State University in 1985.

His career in economics began in 1986 as an investment coordinator at Meyer Handleman Company in New York. After two years, he joined Prime Financial Services as Director of Operations. In 1992, Mr. Grimaldi accepted a position as manager, Securities Operations, at Marshall & Sterling Financial Consultants in Poughkeepsie, New York. In 1997, he earned the Certified Fund Specialist (CFS) designation. From 1989 through 2005, Mr. Grimaldi coordinated and taught securities training classes at Dutchess Community College, Poughkeepsie, New York.

Mark A. Grimaldi published three award-winning books, The Money Compass (2014), RetireSMART! (2019), and RetireSmart II - The Gig Economy (2022).

Mr. Grimaldi has correctly forecast: The housing depression, The gold rush of 2006-2011, The 1000 point “Flash Crash”, That national unemployment would hit 10% in 2009.

 

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Tuesday November 15
6:30 PM - 7:30 PM
Author of the book RetireSMART, Mark Anthony Grimaldi, joins us to discuss his books with thoughts on how to plan for a tax-free retirement.
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