Broker Check


TUESDAY, JANUARY 12th | 11:00AM ET

Complimentary Webinar

As we enter into a new, and hopefully less chaotic year - many of us are beginning to focus on our New Year's resolutions. Join us as we provide strategic ways to achieve your financial goals in 2021!

WE WILL DISCUSS:

  • Strategies to close financial gaps
  • How to make a significant impact on your retirement savings
  • Importance of tax diversification and reallocation and rebalancing
  • Planning for market volatility


Featured Presenters:

Chris Kampitsis, CFP®, ChFC®, CEXP™, RICP®, CFBS®, AIF®

Now in his 10th year at Barnum, Chris partnered with Ben in 2011 to build their vision of a truly unique and holistic financial planning experience for their clients. Chris spends much of his time mentoring new advisors on the SKG approach to financial planning – comprehensive analysis, straightforward action items and consistent communication to deliver long term results. With an entrepreneurial spirit, Chris enjoys working with closely held business owners on their personal and corporate planning. He holds the Certified Exit Planner designation as well as the Certified Family Business Specialist designation which allow him and the team to provide specialized advice to this unique market. Chris received a B.S. in Business and graduated Magna Cum Laude from Fordham University in New York.



Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®

Ben brings more than 15 years of financial planning experience to his role as a Financial Planner with Barnum. Ben has spent the majority of his career focused on educating individuals through financial literacy workshops inside of Fortune 500 institutions and other large corporations. With his father a retired principal and mother a teacher, his passion is empowering his clients to make educated financial decisions. Ben’s role in workplace financial literacy was recognized through the 2011 Workplace Leaders in Financial Education Awards for the program implemented at the New York Stock Exchange. Ben participated in the opening bell in recognition for his efforts.




Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investor Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000. CRN202212-275963