Financial Planning Seminar at St. Rose Church

The seminar will be conducted by Thomas Mullooly, CEO of Mullooly Asset Management, Inc.  Many of you know Tom as a Parishioner and Trustee at St. Rose.  Tom is also a member of the Finance Council for the Diocese of Trenton.  Tom and his three sons work with individuals on their investment, retirement and estate plans.  Mullooly Asset Management is a fee-only registered investment advisory firm.  Their office is located on Route 35 in Wall Township.
 
With more than thirty years of experience working with families on their investment, retirement and estate plans, Tom would like to share some important points you should know regarding how to properly leave gifts and planning a proper estate.  There will be no selling of investment products or services.  This is a purely educational seminar.