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November ASURA Pre-retirement Seminar

  • Monday, November 15, 2021
  • 12:00 PM - 1:00 PM
  • Virtual via Zoom

Positioning yourself for long term financial security

With inflation fears percolating, how should one position for retirement?  Inflation is an invisible tax that may be a huge headwind in our golden years.  Learn what simple solutions can be done in preparation of this risk not seen since the 1970’s.  Certified Financial Planners® Buck Bandura & Dan Saba will share advice and history on how to address these challenges. 

Buck Bandura is a native Arizona resident and graduated with a degree in finance from Arizona State University and bleeds maroon and gold!  After eight years at a prestigious national brokerage firm Buck decided it was time to own his own business.  Matrix Wealth Management opened its doors in May of 2006 and strives to give clients a boutique, small office feel with the breadth of products that come with being associated with Wells Fargo Advisors Financial Network, LLC.  Buck's goal for the future is to enhance the principles of investment planning by a simple common sense approach toward our client's preservation of wealth.  He was a founding member of East Valley Sol, a non-profit organization dedicated to impacting the lives of local cancer children through philanthropic efforts, volunteerism and leadership. 

Dan Saba is a native of Arizona and the oldest of three brothers and sisters. Dan started his career in 2009 after obtaining a B.S.E. in Civil Engineering from Arizona State University. After a successful engineering career Dan decided to pursue his passion for finance and joined the Matrix Wealth Management team in 2015. Dan holds his  CFP® certification, Series 66 registration, Series 7 registration, and  AZ Life 

Registration is not required.

To attend the Zoom seminar

  1. Around 11:55 am on  Monday, November 15, click on the following link: to join the Zoom Meeting. 
  2. If you have not used Zoom before you will be directed to install the application on your device before connecting you to the seminar.

Liz Badalamenti, Trudy Perez and Sue Henderson

Pre-retirement Seminar Co-chairs

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