Matthew E Corman, CFP®

Matthew E Corman is a Certified Financial Planner® professional who specializes in providing clients with retirement planning and wealth management guidance. He focuses on providing straightforward yet customized retirement and investment strategies to guide clients to and through retirement. As founder of Corman Financial Planning, he believes having a straightforward, understandable plan is what can give pre-retirees and retirees confidence in their financial future no matter what happens moving forward. He is the author of the book “Plan Now, Retire Well” and has written articles for financial publications including Kiplinger. As a Certified Financial Planner® professional, he abides by the Fiduciary standard of care, meaning he is bound to put clients’ interests first. CFP® professionals must pass a rigorous examination, as well as experience, education, and ethics requirements. He completed his certificate in Financial Planning through Boston University. He is a graduate of Elon University, having majored in Business. Matthew is a single-digit handicap golfer and considers it a great day on the links when he breaks 80!

This event is not for everyone! The event is for first-time adult attendees only and if married, spouses are encouraged to attend. Must be 50 or older to attend. If you have attended a prior seminar, we would be happy to schedule a private appointment with you. This educational presentation is for informational purposes. Strategies presented may include insurance products. No Licensed Agents, Insurance Brokers or Advisors are allowed to attend. Not endorsed by or affiliated with any governmental entity. We reserve the right to refuse service to anyone.

This event is not intended to be specific financial, investment, or tax advice or a recommendation to engage in any planning strategy. There is no assurance that any financial, investment, or tax planning will be successful or is appropriate for your specific circumstances. Please consult your financial professional before making any financial-related decisions. Investing involves risk, including the possible loss of principal.