Key to a Dream Retirement, Topic of Brown Bag Lunch Program at DeSales University, Wed., October 11
Planning a dream retirement will be the focus of a Brown Bag Lunch program at noon, Wednesday, October 11, in Trexler Library at DeSales University. Featured speakers are Christopher R. Cocozza, assistant professor of business at DeSales and a licensed attorney, and William J. Supper, director of financial planning for Massey, Quick & Co., and formerly with the Goldman Sachs Family Office. The program is open to the public free of charge.
During their presentation, "The Key to a Dream Retirement," Cocozza and Supper will provide an overview of retirement plans and offer an investment prospective. They will address various emotional and financial issues, including how to develop a plan, the best ways to save, where to live, how to cope with medical and legal issues, and the impact on relationships with family members and friends. A question-and-answer session will follow the presentation.
Cocozza teaches graduate and undergraduate courses in accounting, law and taxation at DeSales. He earned a JD from Fordham University School of Law and an LLM in taxation from New York University School of Law. He also earned a bachelor's in accounting from Fordham University College of Business Administration. Prior to DeSales, he taught at Fordham University and Elizabethtown College. He also has several years of industry experience in taxation at Deloitte and Touche and the Lexis Publishing Group. He has published papers on taxation and retirement planning in America, The Pennsylvania CPA Journal and The Journal of Financial Planning.
Supper is responsible for developing wealth strategies for clients of Massey, Quick & Co. Previously, he was at Goldman Sachs for nine years and was responsible for creating personal financial planning solutions for high net worth individuals. He started his career as a tax and estate planning specialist at PriceWaterhouseCoopers in 1990. He earned his bachelor's and master's degrees in business administration at Fordham University and is a Certified Financial Planner. He currently lectures at New York University on financial planning issues.
For more information on the program or the Brown Bag Lunch Series, please contact Loretta Ulincy, Public Services Librarian at DeSales University's Trexler Library, at 610-282-1100, ext. 1446.
Press Release: Key to a Dream Retirement, Topic of Brown Bag Lunch Program at DeSales University, Wed., October 11 | Posted on: 10/9/2006
For more info:
Tom McNamara, Executive Director of Communications
DeSales University | 2255 Station Avenue | Center Valley, PA 18034
610.282.1100 x1219 | Tom.McNamara@desales.edu