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C&A Financial Group
United States
Приєднався 8 лют 2024
C&A Financial Group's objective is to provide comprehensive strategic planning and guidance with a strong focus on cash flow, to help our clients make informed, sound decisions, to achieve the highest level of confidence and prosperity, so they can Enjoy Life Build Wealth, and Leave a Legacy.™
#cafinancialgroup #savemorewithoutlivingless #Enjoylifebuildwealthleavelegacies #cashflow
C&A Financial Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 2111 Route 34 South, Wall, NJ 07719, (732) 528-4800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 2024-169154 Exp 02/26
#cafinancialgroup #savemorewithoutlivingless #Enjoylifebuildwealthleavelegacies #cashflow
C&A Financial Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 2111 Route 34 South, Wall, NJ 07719, (732) 528-4800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 2024-169154 Exp 02/26
Tax Strategies & Planning
On this webinar, Frank Congilose will host Guest Speaker, Ajay Kumar of SAI CPA Services, who will provide his expertise on strategies for planning for the end of the year and provide ways to maximizing tax savings during the course of the new year.
Переглядів: 41
Відео
Navigating Open Enrollment: Choosing Benefits That Work For You
Переглядів 13Місяць тому
Open enrollment is your opportunity to create a benefits package that truly fits your needs - but it's easy to overlook key details. On this webinar, C&A Financial CEO, Frank Congilose and C&A Financial Director, John Suckey discuss common mistakes to avoid, offer guidance on making the right selections to ensure you're fully prepared to maximize your benefits. Some of the topics discussed incl...
Last Check: Retirement Matters
Переглядів 142 місяці тому
This presentation will walk through the risks to one's retirement and a guided question section which helps you outline what matters most to you. This webinar takes a 360 degree view of your life so that you can accurately plan for your retirement.
Market Update with BlackRock (Oct 2024)
Переглядів 253 місяці тому
With the election just weeks away and so much news surrounding both political and financial developments, it's natural for people to feel a mix of uncertainty and curiosity. On this podcast, Frank Congilose of C&A Financial Group hosts Mike Trudel of BlackRock will add valuable perspectives on market trends, economic stability, and the overall impact the election could have on the markets. Topi...
Wisdom Wednesday Webinar Series: Protecting What Matters: An Abundance Mindset
Переглядів 283 місяці тому
Be the Beneficiary of Your Life's Work. CEO and Managing Partner of C&A Financial Group, Frank Congilose, hosts guest speaker and partner, David Suckey, as they dive deep into the key differences between a scarcity mindset and an abundance mindset.
Top Strategies to Safeguard Your Income
Переглядів 124 місяці тому
For Disability Insurance Awareness Month, C&A Financial CEO and Managing Director, Frank Congilose, and C&A Financial Group Senior Vice President - Disability Insurance Specialist Rich Pasick discuss the most effective strategies for safeguarding your greatest asset, your income, against unexpected financial challenges, such as an illness or injury that prevents you from working.
Fundamentals of Estate Planning
Переглядів 104 місяці тому
This webinar will go over the essential components of estate planning. Whether you are just beginning to think about your estate plan or looking to refresh your existing strategy, this session will help put you on a path towards providing peace of mind for your loved ones.
Wisdom Wednesday Webinar Series: Master Your Savings Strategy For a Secure Retirement
Переглядів 145 місяців тому
The #1 concern for most people in retirement is running out of money. How are you planning for your last paycheck? On this webinar, C&A Financial Speakers Frank Congilose and Brian Cunniff show you a unique process on how to save more with out living less which leads to a well-deserved retirement of freedom without monetary worries.
C&A Financial Group - Our Story
Переглядів 35 місяців тому
C&A Financial Group's objective is to provide comprehensive strategic planning, guidance and coaching with a strong focus on cash flow. But what makes us different? Watch the video to learn more about the C&A Financial Story. 2022-141841 Exp 8/24 For more information about C&A Financial Group or to schedule a meeting: www.ca-strategy.com Subscribe to learn more about C&A Financial Group on UA-c...
C&A Financial Group-Recruiting: How Do We Find Clients?
Переглядів 149 місяців тому
In this video, C&A Financial Managing Partner, Frank Congilose shares how new team members can build clientele.
C&A Financial Group-Why Consider a Career With C&A Financial Group?
Переглядів 239 місяців тому
There are many financial organizations out there to start a career in financial services. Why should someone consider a career with C&A Financial Group?
C&A Financial Group-Our Recruiting Success
Переглядів 139 місяців тому
Recruiting Success starts with a culture of success. On this video, C&A Financial Managing Partner, Frank Congilose shares that having success tied to a process and not a product can make all the difference.
C&A Financial Group-Our Recruiting Mission
Переглядів 109 місяців тому
What is our mission statement and how does it relate to our new team members?
C&A Financial Group-What Drives Us To Do What We Do?
Переглядів 69 місяців тому
C&A Financial Managing Partner, Frank Congilose talks about what drives us to do what we do?
C&A Financial Group-What is Wealth?
Переглядів 19 місяців тому
C&A Financial Managing Partner, Frank Congilose identifies the key factors that determining a person's wealth?
C&A Financial Group -What is the C&A Difference?
Переглядів 49 місяців тому
C&A Financial Group -What is the C&A Difference?
C&A Financial Group-Running out of Money
Переглядів 59 місяців тому
C&A Financial Group-Running out of Money
C&A Financial Group-Problems We Solve For
Переглядів 59 місяців тому
C&A Financial Group-Problems We Solve For
C&A Financial Group-Save More Without Living Less
Переглядів 139 місяців тому
C&A Financial Group-Save More Without Living Less
C&A Financial Benefits of Joining Our Team
Переглядів 1010 місяців тому
C&A Financial Benefits of Joining Our Team
Wisdom Wednesday Webinar Series: Social Security: The Choice of a Lifetime
Переглядів 910 місяців тому
Wisdom Wednesday Webinar Series: Social Security: The Choice of a Lifetime
Wisdom Wednesday Webinar Series: The Academic Side of Investing with Efficient Advisors
Переглядів 210 місяців тому
Wisdom Wednesday Webinar Series: The Academic Side of Investing with Efficient Advisors
Wisdom Wednesday Webinar Series: Distribution Strategies in Retirement
Переглядів 110 місяців тому
Wisdom Wednesday Webinar Series: Distribution Strategies in Retirement
Wisdom Wednesday Webinar Series: Strategies to Become a Masterful Saver
Переглядів 110 місяців тому
Wisdom Wednesday Webinar Series: Strategies to Become a Masterful Saver
Wisdom Wednesday Webinar Series: Retirement Matters
Переглядів 210 місяців тому
Wisdom Wednesday Webinar Series: Retirement Matters
Thanks to Eric Rios, CExP C & A Financial Group for this recommendation, I am indebted and Subscribed.