Financial planning seminar in Belmar parish
St. Rose Parish, Belmar, will hold an educational seminar on financial planning, estate planning and how to properly make planned gifts to family members and charity on Nov. 13. Sessions will be held at 2 p.m. and again at 7 p.m. in the parish center.
Presenter will be Thomas Mullooly, CEO of Mullooly Asset Management, Inc. and parishioner and trustee of St. Rose Parish. Mullooly is also a member of the finance council for the Diocese. He and his three sons work with individuals on their investment, retirement and estate plans. There will be no selling of investment plans or services during the presentations.
To reserve a seat, contact the parish office at 732-681-0512.