ETPCEC Presentation

Bob Monte, CPWA®, RMA®, CAP® was invited to speak at the annual board meeting for the Estate and Tax Planning Council of Eastern Connecticut, Inc (ETPCEC). The event was held at the Great Neck Country Club in Waterford, CT. It was a wonderful opportunity to network with the members and to present our view of the economy and financial markets. Thank you to Tim Fogarty, Esq., CTFA of Dime Bank & Trust and the rest of the board for arranging this luncheon!

05/07/2024

ETPCEC Presentation

Last week, Bob Monte, CPWA®, RMA®, CAP® was invited to speak at the annual board meeting for the Estate and Tax Planning Council of Eastern Connecticut, Inc (ETPCEC). The event was held at the Great Neck Country Club in Waterford, CT. It was a wonderful opportunity to network with the members and to present our view of the economy and financial markets. Thank you to Tim Fogarty, Esq., CTFA of Dime Bank & Trust and the rest of the board for arranging this luncheon!

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