About This Webinar
Join us from the comfort of your couch for an educational seminar hosted by a local wealth expert on how to successfully endure and succeed during a volatile market.

Important Topics to be Covered Will Include:

• The Difference & Similarities between Economy and Stock Market
• The Timeline & Impact of COVID-19
• What Can Be Learned from Historical Data
• A Review of 2020's Records
• Summation of the Stimulus Package
• Shapes of Market Recovery
• Building a Smart & Secure Strategy for the Future
• Retirement Income, Investments, Health Care, Taxes, & Legacy Plans

Shaun Tarzy
Financial Advisor
Shaun Tarzy has spent over 10 years helping his clients ensure that they are planning for retirement and saving for their loved ones. While interning at MassMutual, a Fortune 100 firm, Shaun found his passion for financial services. He is a founding member of WealthCare Financial and CollegeCare Financial. The former focuses on helping prepare physicians for their financial goals through retirement planning and the latter ensures that families have a strategy to put their loved ones through college.

Shaun is a Registered Investment Advisor, Fiduciary and holds a 2-15 insurance license. He graduated with honors from Florida Atlantic University with a degree in finance and marketing.

Shaun has lived in Boca Raton most of his life and was recently married. He and Alexis love traveling the world, eating exotic foods, and collecting mineral specimens.