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DTSTAMP:20250502T095852Z
DTSTART:20241003T223000Z
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ORGANIZER;CN=Marty Latman:MAILTO:MartyLatman@gmail.com
SUMMARY:THE FENG: Financial Planning During a Job Transition
LOCATION:Via Zoom
DESCRIPTION:The next meeting of the Bergen FENG Chapter will be October 3, 2024 at 6:30pm via Zoom. Our speaker for the evening will be Gerard Raho.&nbsp;Join us for a webinar led by experienced financial professional Gerard Raho of Edward Jones Investments. This session is designed to help you make informed financial decisions throughout your lifetime. The webinar will cover:1. Discussion of establishing financial goals and priorities.2. Developing a long-term investment strategy.3. Understanding of important financial elements to consider during a job transition.4. Common investing pitfalls and how to avoid them.5. Discussion of some overlooked job search strategies.Gerard is a finance professional with 20-plus years of experience in financial markets. As an Edward Jones financial advisor serving Morris County, NJ, and the NY Metro area, he helps individuals with wealth strategies. A large focus of his practice is working with people in job transition and helping find solutions to the unique challenges they face. He uses an established process to build a personalized strategy to help achieve the financial goals that are most important to you.&nbsp;Prior to Edward Jones, he spent several years running a trading desk for J.P. Morgan, then established my own NYSE floor brokerage firm with three partners. During that time, his clients were some of the largest and most sophisticated hedge funds and money managers in the world.&nbsp;Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, he can offer investment solutions tailored to all your financial goals. He works with clients to identify and address their most pressing needs and then create a custom-tailored strategy to help address those financial needs and goals. He partners with clients throughout their lifetime by having ongoing discussions and communication to make sure they are staying on track.&nbsp;Gerard earned an MBA from Duke University's Fuqua School of Business and a bachelor's degree in economics from Syracuse University. He resides in Mendham, NJ, with his wife and two children and is a member of the Mendham Business Association. When he is not spending time with his family, a big passion of his is surfing.All,Please sign up for this meeting on the Bergen County Chapter page at&nbsp;www.TheFENG.org no later than noon on October 2, 2024 as we expect a large attendance at this very important and interesting topic.I look for to seeing you at the meeting.Marty LatmanMartyLatman@gmail.com201-919-2607
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