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DTSTART:20241003T223000Z
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ORGANIZER;CN=Marty Latman:MAILTO:MartyLatman@gmail.com
SUMMARY:THE FENG: Bergen Chapter
LOCATION:Via Zoom
DESCRIPTION:All,&nbsp;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;&nbsp;Gerard will discuss “Financial Planning During a Job Transition”.&nbsp;At the meeting, Gerard will discuss:Asset allocation and the different ways of looking at it at various life stages.Discuss some of the typical investing mistakes people make.Positives and negatives of passive vs active investing.Briefly touch on pensions, annuities and cash flow and strategies for emergency cashDiscuss current market volatility and put it into historical perspective.&nbsp;&nbsp;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.Gerard Raho is a finance professional with 20-plus years of experience in financial markets. As anEdward Jones financial advisor serving the NY Metro area, Gerard helpsindividuals with wealth strategies. A large focus of his practice is working with people injob transition and helping find solutions to the unique challenges they face. Gerard uses anestablished process to build a personalized strategy to help achieve the financial goals thatare most important to you.&nbsp;Prior to Edward Jones, he spent several years running a trading desk for J.P. Morgan, thenestablished his own NYSE floor brokerage firm with three partners. During that time, Gerard’sclients were some of the largest and most sophisticated hedge funds and money managersin 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, Gerard can offer investmentsolutions tailored to all your financial goals. He works with clients to identify and addresstheir most pressing needs and then create a custom-tailored strategy to help address thosefinancial needs and goals. Gerard partners with clients throughout their lifetime by havingongoing 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 degreein economics from Syracuse University. He resides in Mendham, NJ, with my wife and twochildren and is a member of the Mendham Business Association.&nbsp;&nbsp;I look for to seeing you at the meeting.Marty LatmanMartyLatman@gmail.com201-919-2607
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