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In this interactive 45-minute presentation, Joseph and Michael will discuss two powerful retirement income strategies that tackle the safe withdrawal rate in retirement distribution. The software proves with math and actuarial science the right places individuals should allocate their savings now to set themselves up for the most efficient distribution strategy in the future.
Joseph Vanacore III earned his B.S. in Finance at Ramapo College in 2017. He has been working with Michael DeVizio since he started in the Financial Services industry 5 years ago. While a student, Joe V. was a member of Tau Kappa Epsilon where he was voted Treasurer and Educator for new members. He enjoyed his time in the Anisfield School of Business and some of his favorite professors include Eric Haye, Brian Goldberg, and Stephen Larson. Currently, Joe V. actively volunteers and participates in many Ramapo Alumni activities and is an Alumni Association Board Member. Joe enjoys giving back to the college that provided him the knowledge and passion to become the Financial Professional he is today.
Michael began his career in financial services in 2012 after graduating Ramapo College. He joined the industry with a natural desire to help people achieve better financial situations through the right open-minded guidance. Michael is one of the founding partners of The Fortis Agency, located in Holmdel, NJ. The Fortis Agency is an incubator for successful financial professionals to build an independent practice to better serve the community. The Fortis Agency also assists other financial professionals throughout the industry with an insurance brokerage arm. While a student at Ramapo College, Michael was a member of Tau Kappa Epsilon, where he served as the Vice President. He thoroughly enjoyed his time throughout those years as a Roadrunner. Currently Michael is a proud resident of Metuchen, N.J. He currently sits on the Board of Metuchen Golf & Country Club. Lastly, Michael is a sports addict; the NY Yankees, NY Giants, Seton Hall Pirates Basketball & Alabama Football are some huge passions of his since childhood.
Please click the sign up link below to register for the session and we will send you the WebEx information. We look forward to seeing you.
For more information please contact Peter Rice at price@ramapo.edu or by phone at (201) 684-7144.
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