Three Financial Planners Scheduled For Free Glastonbury Personal Finance Seminar

 Three outstanding personal financial planners and advisors have been chosen as panelists for the FREE Dec. 15 Glastonbury seminar to be hosted by Rockville Bank and moderated by me.

Sarah E. Maskill, a financial planner for Rockville Bank, Matthew Lubanko, a financial advisor for Morgan Stanley Smith Barney, and Albert D’Agosto, a financial advisor from the Maffe Financial Group, will be on the panel. All three of course certified and have years of solid experience.

They will be at the seminar to give you advice, not to sell their services. Each will made a short presentation, leaving plenty of time for your questions. The seminar will be videotaped and will be available on Ctwatchdog.com. Seating is limited to 300 so call 860-291-3654 for a reservation.

Matthew Lubanko is a financial advisor who specializes in wealth management at Morgan Stanley Smith Barney’s office in New Haven.

Maskill has been advising clients on how to create, manage, and preserve wealth for over eight years. Over time, Sarah recognized that her true passion was not simply helping a client enhance their wealth, but ensuring that their finances reflect their personal values. She believes that money is not a goal itself, but a tool used to achieve one’s personal goals and ideal lifestyle.

Sarah excels at developing a customized approach for each client’s unique needs and objectives. She will help you formulate your financial goals, investment time frame and tolerance for risk, position your assets according to your financial situation, analyze the risks and potential rewards of various investments, and help you understand the value of a long-term investment perspective and a diversified asset mix. With Sarah, the entire process revolves around her client, to make their financial planning as simple, convenient, and pleasant as possible.

By helping her clients prioritize, organize, and simplify their financial matters, they are more able to take care of the people they love and the causes that are important to them. Sarah has reduced financial stress for hundreds of people just like you.

Sarah also helps business owners put their whole picture together, balancing the day-to-day demands of business with their long-term dreams. This way, business owners can resolve their financial worries, run their businesses more effectively, and enjoy their lives.

Sarah’s strong educational credentials and years of experience enable her to provide objective advice as a trusted advisor. You bank at Rockville Bank because you want the best personal service, and you can expect no less from Sarah.

A lifelong resident of Somers, Sarah was raised in a community where hard work, honesty, and giving back to the community are a way of life. Besides her involvement with local causes, Sarah devotes her free time to her husband, her young son, and the restoration of their 1700’s farmhouse.

Albert D’Agosto’s professional specialties Include

• Retirement Planning

• Personal Life Insurance

• Business Life Insurance

His Professional Qualifications

• Chartered Financial Consultant, American College (2002)

• Chartered Life Underwriter, American College (1996)

• Registered Representative, Equity Services, Inc.

AlberD’Agosto                                                                 • Investment Advisor Representative, Equity Services, Inc.

• Million Dollar Roundtable (2004-2005)*

• President’s Club, National Life Insurance Company (2004-2006)*

Memberships

• Special Olympics Coach, 1991-Present

• Urban League of Greater Hartford, Development Committee Chair, 2001-Present

• Small Church Communities, Core Chair, 2004-Present

• National Association of Insurance and Financial Advisors, 2005-Present

• Simsbury Chamber of Commerce

Personal

Albert graduated Magna Cum Laude with a Bachelor of Arts Degree in Music from Hunter College, NY. He and his wife Louise reside in Simsbury, Connecticut. He enjoys golf, sailing and performing ensemble flute music.

Albert D’Agosto is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. offering securities in AZ, CT, MD, MA, NJ, NY and VT. Al is insurance-licensed in the states of AZ, CT, FL, MA, NJ and NY.

Matt Lubanko

Lubanko is a former newspaper business editor, reporter and columnist. At his last newspaper job at The Courant, Matt wrote two regular columns, The Savvy Investor and Money Talk. They enjoyed a weekly circulation of more than 5 million readers.

His columns frequently analyzed companies and warned investors when he thought a company was overvalued. He call the top on Priceline, warning investors that at the time $160 was a ludicrous price for the stock. It tanked within a few weeks of that call.

He launched his career at Morgan Stanley Smith Barney in 2005. He serves his clients by managing risk, designing investment portfolios, and devising ways to meet his clients’ immediate and long-term financial planning needs. The needs often include generating income, building wealth, planning for retirement, reducing taxes, saving for a child’s or grandchild’s college education, transferring wealth to a new generation or assembling a retirement savings plan for a small or large business.

Matthew also serves as treasurer of the Friends of the Scranton Library in Madison, CT.

Matthew lives in Madison, CT, and is the father of two college-age children.

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