Wondering if a financial plan is right for you? We are here to provide you with the information that you need to take action. During our information session, our team of financial planners will guide you through the elements of a financial plan and our process at The Garback Agency.

Life Insurance isn’t just to pay for final expenses – in fact, it can be used in multiple ways. Financial Planner, Danielle Veloso will uncover uses for life insurance and help you determine how much life insurance you may need, as well as provide an overview of the different types to consider.

Anyone and everyone is welcome to attend this event! Prudential Financial Planner, Danielle Veloso, CPA, CFP® will cover the basics of budgeting, banking and credit, and then build on the basics with an introduction to understanding investments and planning for retirement.

This session provides an in-depth explanation on the retirement, disability and death benefits of Social Security.

This session will focus on learning how investment decisions in today's challenging tax environment can impact the income you receive in retirement.

Starting a new job can be an exciting time. With a new job comes new (and often timely) choices that need to be made about your benefits. Learn about the importance of saving for retirement and optimizing your employer benefits.

This session will cover results and observations from Prudential’s research study “Financial Experiences and Behaviors Among Women” and provide an action plan for women to take control of their financial future.