Your Money Matters! Maximizing & protecting the value of your biggest investments

We will discuss maximizing & protecting the value of your biggest investments while enjoying hors d'oeuvres and beer/wine at Barcelona Wine Bar in West Hartford.

We will be joined by Alyssa Caliendo, Branch Manager of Bay Equity, to discuss mortgages and the process of effectively utilizing your home equity, Jason Coscia, Business Development Executive with Brooks, Todd, & McNeil who will discuss proper insurance coverage to avoid unnecessary exposure to risk, and Eric Bergenn of New England Financial Group to discuss financial wellness and how to put yourself in the best position to succeed.