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Jesse G. Dogillo, CFP®

Our Past Events

2017 Events

US Army National Guard (855 Attendees)

When: Saturday, July 29, 2017
Where: South San Francisco, CA, Convention Center

What: Army Guard Deployment Support/Yellow Ribbon.  Jesse provided Personal Financial Consulting, PFC program overview, and a resource booth/table.  He also gave a presentation on the Military's retirement plan - Thrift Savings Plan (TSP) and an overview of the new Blended Retirement System (BRS).

US Army Reserves (64 Attendees)

When: Friday, July 14, 2017
Where: Mountain View, CA

What: Army Guard Reserves Pre-Retirement Training.  Jesse provided pre-retirement counseling/training to AGR soldiers and their families.  Topics covered include Regular/Non-Regular Retirement, Finance Transition, Survivor Benefit Plan, VA Benefits, TRICARE, and Social Security.

Report summary of AGR Pre-Retirement Training, July 2017 in Mountain View, CA, with photos of attendees and counselors.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck