Financial Planning During a Job Transition
Our next Bergen FENG meeting will be April 3,2025 at 6:30PM on Zoom. If you wish to attend the meeting, please register at the FENG website under the Bergen County Chapter page before April 2nd at 6:00pm.
Thank you.
Marty Latman
Our speaker for the meeting will be Gerard Raho and he will discuss “Financial Planning During a Job Transition”. Gerard will be discussing at the meeting:
1. 401k options when you leave a company and the positive and negative aspects to each option. He will discuss special situations when you can take money out of a 401k without penalty.
2. He will talk about overall financial planning as he touches on cash management options and liquidity needs during job transition.
3. Gerard will show a retirement analysis and discuss the importance of having proper asset allocation.
4. Gerard will also discuss current market volatility and put it into historical perspective.
Below is Gerard Raho’s bio:
Gerard is a finance professional with 20-plus years of experience in both developed and emerging markets. Prior to Edward Jones, he ran a trading desk for JP Morgan for a number of years, as well as his 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. At Edward Jones, he now uses that experience to help individuals with wealth strategies. He takes a comprehensive approach to financial advice, which includes not only investments but also asset protection and legacy strategies. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, Gerard offers investment solutions tailored to all your financial goals. He works with clients to identify and address their most pressing needs. His goal is to work together with his clients to create a custom-tailored plan to help them with their financial needs and goals. He will partner with his clients throughout their lifetime by having ongoing discussions and communication to make sure they are staying on track. 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 Madison, NJ, with his wife and two children.
Please login to RSVP to meetings, so you can benefit from your membership status. Login
RSVP | Subject | Date / Time |
Attendees | Status | Suggested Donation | |
---|---|---|---|---|---|---|
Reserve A Spot | Financial Planning During a Job Transition |
Apr 03
6:30pm - 8:30pm US/Eastern |
21 | Not registered | Free | |
Reserve A Spot | BERGEN Chapter - Uncovering the Hidden Job Market |
May 01
6:30pm - 8:30pm US/Eastern |
4 | Not registered | Free | |
Reserve A Spot | BERGEN Chapter |
Jun 05
6:30pm - 8:30pm US/Eastern |
0 | Not registered | Free | |
Reserve A Spot | BERGEN Chapter |
Aug 07
6:30pm - 8:15pm US/Eastern |
0 | Not registered | Free | |
Reserve A Spot | BERGEN Chapter |
Sep 04
6:30pm - 8:30pm US/Eastern |
0 | Not registered | Free | |
Reserve A Spot | BERGEN FENG |
Nov 06
6:30pm - 8:30pm US/Eastern |
0 | Not registered | Free | |
Reserve A Spot | BERGEN Chapter |
Dec 04
6:30pm - 8:30pm US/Eastern |
0 | Not registered | Free | |
Reserve A Spot | BERGEN Chapter |
Feb 05, 2026
6:30pm - 8:30pm US/Eastern |
0 | Not registered | Free | |
Unemployment Insurance - The Process and how it Impacts You |
Mar 06
6:30pm - 8:30pm US/Eastern |
17 | Not registered | Free | ||
Coping with the Strain of Your Search on Your Family |
Feb 06
6:30pm - 8:30pm US/Eastern |
22 | Not registered | Free | ||
Creating Target Markets for Your Job Search |
Jan 02
6:30pm - 8:30pm US/Eastern |
33 | Not registered | Free | ||
Networking: Using It Throughout Your Life |
Dec 05, 2024
6:30pm - 8:00pm US/Eastern |
14 | Not registered | Free | ||
Networking During the Holidays |
Nov 07, 2024
6:30pm - 8:00pm US/Eastern |
19 | Not registered | Free | ||
Financial Planning During a Job Transition |
Oct 03, 2024
6:30pm - 8:00pm US/Eastern |
14 | Not registered | Free | ||
Digital Financial Transformation |
Sep 05, 2024
6:30pm - 8:00pm US/Eastern |
23 | Not registered | Free | ||
Time Management: Staying Productive in a Job Search |
Aug 01, 2024
6:30pm - 8:00pm US/Eastern |
16 | Not registered | Free | ||
Coping with the Strain of Your Search on Your Family |
Jun 06, 2024
6:30pm - 8:00pm US/Eastern |
16 | Not registered | Free | ||
AI and the latest LinkedIn Changes |
May 02, 2024
6:30pm - 8:00pm US/Eastern |
34 | Not registered | Free | ||
A Powerful and Memorable Elevator Pitch |
Apr 04, 2024
6:30pm - 8:00pm US/Eastern |
15 | Not registered | Free | ||
Emotional Intelligence Part II |
Mar 07, 2024
6:30pm - 8:00pm US/Eastern |
15 | Not registered | Free |
The Bergen County, NJ Chapter generally has meetings on the 1st Thursday evening of the month via Zoom . Please register for each meeting at last 24 hours in advance to ensure that you will get the Link to the meeting
Please be prepared with your 15 second elevator speech.
Members from ALL chapters are invited to attend our meetings.
These are our Chapter's recently recorded meetings.
Total Members | 2608 |
---|---|
Alumni | (54%) 1,399 |
Active | (43%) 1,114 |
Associate | (1%) 6 |
Retired | (3%) 89 |