It's the question that can strike fear into the hearts of Baby Boomers and Gen-Xers alike. Attend an in-depth and informative financial planning seminar that will help you answer the above question, as well as address other important financial considerations NYWIFT members need to keep in mind. This presentation is geared towards members who have been in the work force for over 10 years and are actively saving for their future…. yet aren’t sure where they stand.
William Fischer, CFP, is a Fortis Lux Financial Services and Investment Adviser Representative whose business philosophy and mission is to help individuals develop financial strategies and achieve those strategies through various financial products designed to meet their present and future needs. Fischer's process is simple and never makes clients feel embarrassed about their financial knowledge. His primary strategy is to educate clients about where they are versus what they want to accomplish .... and what products and services are available to best get them there. Once a client’s strategy is established, his job shifts into a service oriented role. A client's financial strategy is a fluid, ever changing plan and Fischer 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.
Whether you are a business owner expecting to transition out of your practice in the near future, or a member who has been working in entertainment for years, this presentation is for you. Certified Financial Planners Gail Linn and William Fischer at Fortis Lux Financial (an office of MassMutual) will inform you about the key concepts you need to consider when it comes to saving for retirement, protection strategies, business transition, estate planning and more. They will clarify some of the more confusing financial issues we face every day and help you focus your efforts on your goals.
Light Refreshments will be served.
Gail Linn, CFP, is a Fortis Lux Financial Services and Investment Adviser Representative who specializes in working with professionals and corporate executives as they plan for and transition into retirement. Linn is currently Director of Development on the National Board of Women in Insurance and Financial Services (WIFS). She believes strongly in supporting the growth of women professionals in financial services, and as a result of her efforts in mentoring other women, WIFS presented Linn with the 2014 Angel Award. She has also received the Circle of Excellence Award from WIFS over the past 5 years. Linn is one of 23 women featured in the recently published book, Financial Services: Women at the Top. Linn is a Lifetime qualifying member of the Million Dollar Round Table and was honored in 2013 by the online publication Life Health Pro as one of the “20 Women In Insurance You Need To Know”. Linn’s 25 years of experience includes presenting numerous financial seminars and workshops on retirement planning to many groups and organizations including NY Women in Communications, the NY Public Library Financial Literacy Center, the Financial Planning Association of NY, Professional Women at MetLife, the Real Estate Board of NY and the Manhattan Chamber of Commerce.
Join the conversation on Twitter: #nywift | @nywift
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: Oct. 27, 2016