Welcome to the first video in our Education Series. We hope you enjoy! Our first topic is Investing in Retirement Accounts. In this video we will be discussing two types of retirement accounts; Employer-Sponsored Plans and Individual Accounts. The taxation
CONTACT: Joseph A. Carbone, Jr. RELEASE: Immediate JOSEPH A. CARBONE, JR. EARNS ACCREDITED INVESTMENT FIDUCIARY DESIGNATION FROM THE CENTER FOR FIDUCIARY STUDIES Bayport, NY October 7, 2014 — Joseph A. Carbone, Jr. of Focus Planning Group has been awarded the
Joseph A. Carbone, Jr., is a wealth advisor with Focus Planning Group. Joseph holds a bachelor’s degree in finance from Dowling College and obtained the Certified Financial Planner™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.