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Reducing Financial Stress
Event Start Date: 4/14/2021 8:00 AM
Event End Date: 4/14/2021 10:00 AM
Matthew Pitti - Senior VP, Wealth Advisor -The Pitti Group Wealth Management
Wednesday, April 14th 2020
8:00am - 10:00am
** THIS IS A VIRTUAL PROGRAM **
This program has been pre-approved for 1.5 Professional Development Credits (PDCs) by the Society for Human Resource Management and 1.5 HR General credits by the HR Certification Institute
Often times employees & families feel financial stress especially. We’ll talk about ways that employees and families can keep that stress in check and discuss some best practices for personal financial management.
By the end of this session, participants will:
• Learn how to help employees budget
• Learn how to help employees reduce their income tax burden
• Learn essentials for helping employees manage a household financial plan
About the Speaker:
Matt is a graduate of the State University of New York at Cortland where he majored in Economics. He has over ten years of experience in the financial services industry.
When working with clients, he focuses on developing customized wealth planning strategies to not only fit his clients' needs today but help get them to where they need to be in the future. By holding insurance and long-term care licenses in addition to securities registrations, he is able to take a holistic approach when working with clients. With our 401(k) clients, Matt helps plan sponsors meet their fiduciary responsibilities as well as guide the employees in building individualized retirement plans.
After 10 years as an Associate Vice President at Morgan Stanley, he, his father, and staff founded The Pitti Group Wealth Management in 2016.
Matt currently serves as the President of the St. Joseph School Foundation in Penfield. He currently is the Chair of the St. Joseph School Golf Open and also serves as a trusted advisor for St. Joseph School Teacher/Parent/Parish committee.
Matt resides in Penfield with his wife and two children. In his free time, he enjoys playing soccer, golfing, hunting, and fishing.