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Lunch to Learn with Michael Aloi at C3 Workspace

Jennifer Dericks

Sunday, July 27, 2014 • 10:00pm

SPARTA, NJ-Certified Financial Planner Michael Aloi will be hosting an informative luncheon at C3 Workplace on Main Street in Sparta.  Business owners are invited to attend the Lunch to Learn, sponsored by Krave Caterers on July 30 at noon.  The free event is entitled What Today’s Entrepreneurs Need to Know.

Topics that will be discussed that this lunch will be Retirement for Business Owners, making sure Funds are diversified, managing 401K and minimizing tax liability. 

Aloi has 14 years of experience joining Summit Financial Resources, Inc in 1999.  He attended the College for Financial Planning in Denver Colorado.  He specializes in Retirement Income Planning, Income Tax Strategies for Executives and Personal Risk Management along with stock and portfolio advice and management. 

“These are all topics that potentially affect entrepreneurs even more than someone who is not a business owner and yet, they typically have less time to learn about and manage these important aspects of the business,” said Aloi.

Anyone planning to attend is encouraged to register via https://www.eventbrite.com/e/power-lunch-what-todays-entrepreneurs-need-to-know-tickets-12227850831 though walk-ins will be welcome.

On August 30, Aloi will be hosting an event at Sparta Book Store.  Proceeds from that event will go to the Sparta Education Foundation.

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