NYSOA Financial Webinar Series
with Jed Goldberg
WHAT IS IT?
A webinar series that will provide financial planning solutions.
COST
FREE!
Non-members - when you click "register here" please register as a "New User" with your email address.
WEBINAR SERIES
Wednesday, June 1st, 2022
Roadmap to Retirement
PAST SESSIONS
Wednesday, July 14th at 8:30pm
Introduction to the Summer Financial Series and overview of the 5 Steps to financial planning for young professionals
Step 1 - Protection: An overview of protection concepts vital in making sure your income and assets are protected as you accumulate wealth
Wednesday, August 11th at 8:30pm
Step 2 - Savings and Cash Flow Management: The importance of saving money and maintaining balance sheet liquidity
Step 3 - Investing Basics - where to store your wealth on your balance sheet for maximum efficiency
Step 4 - Debt Management - An overview on how to strategically tackle your debt
Step 5 - Retirement considerations and planning concepts for young families
**LIVE WORKSHOP AT INNOVATION VISION CONFERENCE**
Saturday, September 25th at 3pm
The final session will focus on building a personal budget worksheet and planning which will include direct feedback from Jed.
SPEAKER BIO:
With over a decade of experience in financial services, Jed’s clients place their must in him to provide the financial knowledge, resources, and guidance to set their minds at ease, so they can focus on what they do best.
Jed provides financial planning solutions in the following areas:
- Investment Management
- Insurance Planning
- Tax Minimization
- Retirement Planning Services
- Tax and Estate Planning
- 401(k) Plan Management
Jed is a lifelong resident of the Capital Region of Upstate New York, where he currently lives with his wife and two children.
Jed can be reached by email at Jed.Goldberg@wagllc.com or by phone at 518-421-9621.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA insurance license #4088078.
