When it comes to financial planning, are you overwhelmed with all the information and advice out there? Not sure where to start? As a member of NYWIFT, you are invited to attend an introduction to financial planning that will help you rise above the noise!
MetLife Certified Financial Planners Gail Linn and William Fischer will present the key concepts you need to consider to achieve your financial goals. Whether you have just started out in your career, or have been working for years and are approaching retirement, you will leave this presentation with a better understanding of where you stand financially and what you need to focus on in order to secure your economic future.
A light lunch will be served.
William Fischer, CFP, is a MetLife Financial Services Representative whose business philosophy and mission is to help individuals develop financial strategies, then achieve those strategies using products designed to meet their needs. His process never makes clients feel embarrassed about their financial knowledge. It focuses instead on analyzing their current situation, identifying where they want to be, then informing them on the products and services available to achieve their goals. Once a client’s strategy is established, his job shifts into a service oriented role. Since financial strategy is fluid, he is in regular contact to make sure the plan set in motion yesterday, works effectively today. When adjustments are necessary, he presents, discusses and implements any changes, creating a road map to take clients where they want to be.
Gail Linn, CFP, is a MetLife Financial Planner who specializes in working with professionals and corporate executives as they plan for and transition into retirement. She is currently Chairman of the New York Chapter of the Financial Planning Association (FPA-NY). Linn is also a ten-year qualifying member of the Million Dollar Round Table and was honored last year by the online publication Life Health Pro as one of the “20 Women In Insurance You Need To Know”. She is a member of Women in Insurance and Financial Services (WIFS) and received the Circle of Excellence Award from them in both 2012 and 2013. Linn’s 24 years of experience includes presenting numerous financial seminars and workshops on retirement planning to many groups and organizations including NY Women in Communication, the NY Public Library Financial Literacy Center, the Financial Planning Association of NY, Professional Women at MetLife and the Real Estate Board of NY.
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NYWIFT programs, screenings and events are supported, in part, by grants from New York City Department of Cultural Affairs in partnership with the City Council, and New York State Council on the Arts with the support of Governor Andrew Cuomo and the New York State Legislature.
Last updated: Jun. 20, 2014