All,

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. 

Gerard will discuss “Financial Planning During a Job Transition”. 

At the meeting, Gerard will discuss:

1. Asset allocation and the different ways of looking at it at various life stages.
2. Discuss some of the typical investing mistakes people make.
3. Positives and negatives of passive vs active investing.
4. Briefly touch on pensions, annuities and cash flow and strategies for emergency cash
5. Discuss current market volatility and put it into historical perspective.

Please sign up for this meeting on the Bergen County Chapter page at 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 an

Edward Jones financial advisor serving the NY Metro area, Gerard 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. Gerard uses an

established process to build a personalized strategy to help achieve the financial goals that

are most important to you.

Prior to Edward Jones, he spent several years running a trading desk for J.P. Morgan, then

established his own NYSE floor brokerage firm with three partners. During that time, Gerard’s

clients were some of the largest and most sophisticated hedge funds and money managers

in the world.

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 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. Gerard partners with 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 Mendham, NJ, with my wife and two

children and is a member of the Mendham Business Association. 

I look for to seeing you at the meeting.

Marty Latman

[email protected]

201-919-2607