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  • Health, Wealth and a Confident Retirement

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    Event Details

    Nov 9, 2017 | 7 p.m. (Cocktail Reception at 6 p.m.) | Wilson Hall

    Free Event

    With the financial markets, global economy, and political landscape rapidly evolving, individuals and families often question their financial future and feel less than confident about reaching their retirement goals. Attend our complimentary seminar from industry leaders Michael Bonevento and Rick Shaughnessy, so as to gain insight into strategies and solutions that can help you:

    • Bring your retirement dreams and goals within reach.
    • Understand how financial and physical health may be intertwined.
    • Learn ways to generate dependable income that could last through your whole retirement.
    • Discover tax-saving techniques that also support Monmouth and its students.

    Whether you are nearing retirement or just starting your career, this seminar will provide a foundation on which to build your financial goals.

    Featured Speakers

    Headshot of Micael Bonevento

    Michael Bonevento CFP, ChFC, CLU

    Mr. Bonevento is the Founder & Managing Partner of Intellectual Capital Group, the most accomplished comprehensive financial planning and wealth management team affiliated with Ameriprise Financial in New Jersey. Noted as one of Barron’s Top 1,200 Financial Advisors, Mr. Bonevento takes a holistic approach to comprehensive financial planning, assisting individuals in all stages of their career and throughout retirement.

    Headshot of Rick Shaugnessy.

    Rick Shaughnessy RICP

    Mr. Shaughnessy specializes in comprehensive retirement planning, allowing the scope of the advice to span a wide range of topics related to retirement planning, income needs and objectives, estate planning issues, retirement income planning risks, Social Security decisions, tax reduction strategies, health insurance options, and housing decisions. Mr. Shaughnessy is a member of Intellectual Capital Group and a 2004 graduate of Monmouth Univerity’s Leon Hess Business School.

    Event Registration