Building Better Money Habits | Barnum Financial Group
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The Importance of Year-End Tax Planning | Barnum Financial Group
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Here’s how we kicked off 2026 at Barnum Financial Group. 🎬✨�� The day began with Paul Blanco, CEO, who shared a recap of last year’s accomplishments and set the vision for the year ahead, showing how we can become Bigger, Bolder, and Better. Special thanks to our amazing speakers: 🎙️ Joe Mallee, Head of MassMutual Financial Advisors, sharing insights on leadership, growth, and what’s next. 🎙️ Jason Vaillancourt of Columbia Threadneedle, delivering a timely market update. 🎙️ Jordan DeBettenco
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Brendan Keohane, Financial Planner, and Beverly Wright, Vice President of Worksite Solutions at Barnum Financial Group, share how they helped one of Brendan’s clients secure life insurance he thought was out of reach. Through quick thinking and thoughtful collaboration, Brendan and Beverly not only transformed this client’s future but also positively impacted 50 more lives. #unseenimpacts #lifeinsurance #employeebenefits #barnumfinancialgroup CRN202809-9564006 | Barnum Financial Group
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Barnum Financial Group Opens Shelton Location
Barnum Financial Group Opens Shelton Location
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Ready to navigate 2026's markets with confidence? 📊 Join us on January 28th at 12:00 PM ET for a Q1 Market Update featuring Brett Wager, Director at BlackRock. We'll discuss: ✅ Recent market trends ✅ Economic themes shaping Q1 ✅ How volatility, rates, and policy impact your strategy Start the year informed and prepared. Register now! https://bit.ly/3YVqmqR #MarketUpdate #TheSKGTeam #Q1Outlook #Investment | The SKG Team at Barnum Financial Group
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