HOSTED BY: COOPER CERULO & NICK STODDARD
Cost: FREE
IN PERSON ONLY
Explore the connection between financial stability and personal wellness -
Join Cooper Cerulo, a seasoned financial advisor with Equitable Advisors, Nick Stoddard of Comparion Insurance, and Michele Lyman, the Owner of Serenity Wellness as they discuss the pivotal role that financial wellness plays in achieving both personal success and mental well-being. Discover how a solid financial foundation can help to alleviate stress, boost your confidence, and empower you to lead a more fulfilled life. Don't miss this opportunity to invest in yourself and your future!
Meet Cooper Cerulo from Equitable Advisors. Cooper is an independent Wealth Management Advisor focusing on helping people with Planning for Retirement, Navigating Uncertain and Risky Market Environments, Managing Their Taxes, and Taking Care of their Family with Detailed and Careful Planning.
Cooper is committed to teaching subjects that may seem complex and making them easy to understand with a personable and fun meeting process. He enjoys demystifying the retirement plan and being a guide.
Cooper is a graduate of Umass Amherst and lives in Central MA with his wife Sarah and two young daughters Freya and Flora. In his spare time he enjoys being a Patron of the Arts whether it is Ballet, Musical Theatre or Classical Music.
Meet Nick Stoddard from Comparion Insurance Agency, A Liberty Mutual Company. Nick was born and raised in Hatfield, MA. He is a UMass Amherst Alumni, graduating from the Isenberg School of Management in 2009.
He has over a decade of experience in the insurance business and is recognized as a top 1% producer in the Country. Nick is committed to helping you find a comprehensive, cost effective, personal insurance program recommended for your individual needs.