
John V. DiMatteo
DiMatteo Group Financial Services of Shelton has planned a free informational seminar for former and current UTC employees who own highly appreciated shares of
the UTC stock fund in their retirement plan on Wednesday, September 18 at Il Palio Restaurant, 5 Corporate Drive, Shelton.
During this dinner event, John V. DiMatteo CFP®, AIF with The DiMatteo Group, will discuss the latest updates about the UTC spinoff of Carrier and Otis Elevator as well as the UTC and Raytheon merger. He will also focus on how you can save a significant amount of taxes if you qualify for the net unrealized appreciation strategy.
Space is limited for this informational seminar. Please RSVP to Diane Lemanski by September 9 at 203 – 924-5420 or .(JavaScript must be enabled to view this email address).
Information from a press release.