How to Develop an Effective Financial Plan During a Job Transition
June 21 @ 5:30 pm - 7:00 pm EDT
There are many important financial decisions that need to be made during a job transition. This presentation with provide guidance for making good financial decisions. Some of the topics that will be covered:
1. 401k options when you leave a company and the positive and negative aspects to each option. I’ll discuss special situations when you can take money out of a 401k without penalty.
2. I’ll talk about overall financial planning. I will touch on cash management options and liquidity needs during job transition.
3. I’ll show a retirement analysis and discuss the importance of having proper asset allocation.
4. Discuss current market volatility and put volatility into historical perspective.
Gerard is a finance professional with 20-plus years of experience in financial markets
and a large focus of his practice is working with people in
job transition and helping find solutions to the unique challenges they face.
Prior to Edward Jones, Gerard ran a trading desk for J.P. Morgan, then
established his own NYSE floor brokerage firm with three partners. During that time, his
clients were some of the largest and most sophisticated money managers
in the world.
Whether your goals include preparing for or living in retirement, paying for education or planning for the unexpected, he can offer investment
solutions tailored to all your financial goals.
Gerard earned an MBA from Duke University’s Fuqua School of Business and a bachelor’s degree in economics from Syracuse University.
Email: [email protected]edwardjones.com
Office: 973 543 2867