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Financial Education & Fiscal Fitness!

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Albert F. Coletti is President and Board Chairman of "The Design Capital Planning Group, Inc." (NY). The firm is a full service, independent financial planning and management consulting organization specializing in tax, investment, insurance, educational needs, retirement, estate and business planning. In addition, the firm consults in such areas as planned giving, executive compensation and employee benefit planning. As President of Design Capital, Mr. Coletti currently holds the following licenses, registrations and designations: Registered Investment Advisor, Registered Principal, Mortgage Brokerage, Life and Health Insurance Brokerage, Securities Brokerage, Registered Financial Consultant (RFC), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU). In addition, Mr. Coletti is a nationally published author, noted lecturer and seminar leader on topics related to Financial and Estate Planning, Charitable Planned Giving, Qualified and Non-Qualified Retirement Planning, Asset Preservation, Life Insurance and Investment Management. His commitment to education and the sharing of knowledge in financial industry related organizations is exemplified by his ctive involvement with the following: President: The Institute for Financial Education ***"The Institute for Financial Education" is a specialty school that offers generic, non product oriented, topic specific seminars, workshops and courses designed for the general public and other financial professionals as well. Topics are customized to fit the needs of the audience, which may be comprised of business professionals, middle to upper management personnel, executive teams and other affinity groups.*** Past President: Association of Professional Financial Consultants Past President: L.I. Association for Financial Education (and so much more!) Past President: L.I. General Agents & Managers Association Past President: American Society of CLU & ChFC (Suffolk County)

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