SimplyMeet.me - John Bannan

We are excited to once again present an open forum retirement saving & planning event at Roots Cafe in Closter exclusively for the members of the Closter Education Association. They will be hosted by John Bannan & Craig Frisch. John is a local Financial Advisor who has been helping the members in northern New Jersey for over 10 years save & plan for their retirements. Craig is the regional vice-president for Security Benefit and manages the NEA Retirement Program for Bergen County. Please join us and let’s make this not only a learning experience but some fun too!We will bring some refreshments but Roots will also be providing other drinks and food for your pleasure.Please pick a day and time that works best for you! We hope to see you there! If you cannot attend one of the workshops you can schedule time to speak or meet with John one-on-one.P.S. Bring your laptop if you want us to help you review your MBOS pension account.Cheers!!

We are excited to once again present an open forum retirement saving & planning event at Roots Cafe in Closter exclusively for the members of the Closter Education Association. They will be hosted by John Bannan & Craig Frisch. John is a local Financial Advisor who has been helping the members in northern New Jersey for over 10 years save & plan for their retirements. Craig is the regional vice-president for Security Benefit and manages the NEA Retirement Program for Bergen County. Please join us and let’s make this not only a learning experience but some fun too!

We will bring some refreshments but Roots will also be providing other drinks and food for your pleasure.

Please pick a day and time that works best for you! We hope to see you there! If you cannot attend one of the workshops you can schedule time to speak or meet with John one-on-one.

P.S. Bring your laptop if you want us to help you review your MBOS pension account.

Cheers!!

403B Enrollment

30 minutes

If the time you want to meet isn't available, please call my office to schedule. Thanks!!

Intro Meeting / Review Meeting

Flexible

I am available to meet when needed on the weekend. Please call my office to schedule weekend meetings. Thanks!!

Retirement Planning / Retirement Income Analysis

45 minutes

If you need to meet outside of the hours offered, please call my office to coordinate. Thanks!!

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