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Planning Beyond the Benefits: 

Educational Financial Planning Webinars for Yale University Faculty and Staff

Important Note:

This is an educational webinar. The purpose is to provide general financial education and planning guidance. There is no sales presentation, product recommendation, or obligation to work with our firm.

Completed on: Wednesday,  July 8th @ 12-1 PM EST
Wednesday,  July 15th @ 12-1 PM EST
Wednesday,  July 22nd @ 12-1 PM EST

Our Knowledge.
Your Vision.

TM

Privacy Policy Notice

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Advisory Compensation Policies

info@caserta-dejongh.com

12 Elm Street

North Haven, CT 06473

(203) 272-9111

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What our lawyers want us to say:

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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC. Registered Investment Adviser. Member FINRA/SIPC.  800-873-7637, www.htk.com. Caserta & de Jongh, LLC is unaffiliated with HTK.  HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 

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Check the background of your financial professional on FINRA's BrokerCheck.

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Investment advisory and financial planning services are provided by John Caserta, HTK Investment Adviser Representative. Our representatives are insurance and securities licensed in our home state of CT, as well as additional states.  For more information, please contact our office.  This is not an offer or solicitation in any state where not properly licensed.

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