The Financial Planning Association™ (FPA) of Massachusetts will hold a financial planning presentation at the Needham Free Public Library on Thursday, Oct. 4 at 7 p.m.
The presentation is free of charge and open to the public. The seminar will be led by FPA of MA volunteer member Elliot Herman, Certified Financial Planner and Certified Public Accountant.
Elliot is a Partner at PRW Wealth Management LLC. He oversees the firm’s financial planning practice, developing plans focused in the areas of wealth transfer, retirement, investment, tax, risk management, and estate planning. Elliot has over 20 years of experience in the financial services industry with a reputation for delivering to clients practical solutions with a high level of service.
The seminar is part of a statewide library education series for the public addressing financial literacy that is sponsored by the FPA of MA.