Ben Chunko
If you’re like many Americans, you’ve probably spent much of your life working hard to secure a comfortable retirement for yourself and build an estate that you’re looking forward to passing on to your children and grandchildren.
If that sounds like you or someone you know, don’t miss a free educational workshop hosted by Liberty Wealth Management Advisor Ben Chunko on Friday, June 24 at the Grist Mill Tavern Room in Hellertown.
“Strategies on Protecting Your Wealth and Passing It On” will be held at 12:30 p.m. and will include a complimentary luncheon as well as refreshments for attendees.
The Tavern Room at the historic Heller-Wagner Grist Mill in Hellertown will be the setting for a free wealth protection seminar by Liberty Wealth Management advisor Ben Chunko on Friday, June 24 at 12:30 p.m.
Two important topics that will be discussed include:
- Information and Myths about Long-Term Care
- Strategies to Maximize Wealth Transfer
Ben’s workshop is intended for people nearing retirement age or currently in retirement, but it could also be beneficial for individuals who would like to help their retired parents or loved ones with upcoming financial decisions.
It will also be a great opportunity to meet or introduce a friend to Ben, a Saucon Valley native and volunteer wrestling coach.
If you would like to attend the workshop, please RSVP to Kelsey Boyer at Kb****@lw****.com or 610-398-7333 by Friday, June 17, 2016.
The Heller-Wagner Grist Mill is located at 150 W. Walnut St., Hellertown, Pa. Parking is available adjacent to the Tavern Room, which is handicapped-accessible.
Ben Chunko, Wealth Advisor, is a Saucon Valley High School graduate. In 2002 he graduated from Bucknell University with a Bachelor of Science degree in Business Administration. He began his financial planning career as a Financial Specialist for Wachovia in 2003. He then joined Morgan Stanley in 2009, where he worked as a Financial Advisor. After three years with Morgan Stanley, it was time to make a change to his current role with Liberty Wealth Management. Ben’s professional credentials include being Series 7 and 66 licensed, and Life, Accident and Health licensed. In his life away from the office, Ben is a volunteer wrestling coach for Saucon Valley, a member of the Hellertown Lions Club and a member of St. Theresa’s church in Hellertown. In his spare time he enjoys spending time with his wife Kelly and their three sons.
Investment Advisory Services offered through Liberty Asset Management, LLC. Securities offered through Comprehensive Asset Management & Servicing, Inc. Member FINRA/SIPC. 2001 Route 46, Suite 506 – Parsippany, NJ 07054 (973) 394-0404
