Live Investment And Retirement Planning Workshops
PPA Introduction
Learn about how the financial industry fails many people, how Protection Point Advisors is different, and our focus topic: Financial Planning. We will also include a current market update and forecast.
- Current Market Update
- Risk Management
- Financial Planning
3-D Asset Care Total Asset Protection Solutions
- Topics Covered On This LIVE Online Workshop:
- Smarter diversification during volatility.
- Building a better portfolio for retirement.
- How to get a stress test report for your portfolio.
- Can you take less risk and improve returns?
- Live Q&A With Lead Advisory Team
More Live Financial Workshop
Financial GPA
Take this brief test that will show you more about where you stand. This new and innovative tool will allow your advisor an enhanced understanding of your financial situation as we strive to fulfill the promise of 3D Asset Care.
SCHEDULE A 15 MINUTE DIGITAL CONSULTATION WITH MICHAEL ROSETTI
Create Custom Solution
To Reach Your Goals
Michael Rosetti
Private Client Group
My name is Michael Rosetti. I'm the owner of Rosetti Insurance Agency in Santa Rosa, California. I've been insuring homes and business since 1994. As an independent insurance agent, my office has access to over 70 highly rated insurance companies nationwide. As an independent broker my sole responsibility is to find the insurance company that offers YOU, the client, the most comprehensive coverage for the best price, based on your individual needs.
With the recent wildfires in our area, and other natural disasters throughout the United States,
I know first-hand the importance of ensuring that my clients have the most up-to-date coverage to protect their family's home, business and lifestyle. As a full service agency, we also provide life and health insurance and a full array of bonds.