WFS Pike & Rose Open House
Wednesday November 7th, 2018 | 5:30pm to 7:30pm
We had a fun evening at our Pike & Rose office. Rosemarie and the team were grateful for all of our clients and our various partners who attended this very first event since joining Woodbury Financial.
Drinks & Hors d'Oeuvres were served that evening and the food was truly excellent!
The team also had two wonderful guest speakers -
- Joseph Sorrell, Regional Vice President from Principal Financial
- Joe spoke on several "Retirement Planning Strategies"
- Mike Zawadzki, Regional Vice President from AXA
- Mike discussed numerous topics regarding "Social Security Maximization"
Rosemarie, Andrew, Robert, and Brandon appreciated everyone who was there and all the folks who assisted us with this first (of many) event.
Thank you all!
On behalf of,
- Rosemarie Cohen, CFP®, RICP
- Andrew E Hickey III
- Robert Toczylowski
- Brandon Truong
