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Lifelong Financial Education

September 24, 2019 @ 12:00 pm - 1:00 pm

Finances play an important role in our everyday lives and often determine what we can and cannot do, such as buy/lease a new card, rent or buy a home, and even how often we can treat ourselves to meals at a restaurant.   As we grow and make more financial obligations, especially planning for retirement, it is important to be educated in financial literacy to make sure we make the appropriate decisions based on our goals and means.  Dayana Moya and Brad Katz, from Lifelong Investments LLC, will discuss 4 important parts of financial literacy:

1. How to make a financial plan
2. Income, benefits and spending
3. Saving and Investing
4. Risk Management

Dayana Moya is the Client Relationship Manager at Lifelong Investments LLC.  She is also a licensed Insurance Agent.  In her role, she is responsible for assessing, researching and advising clients regarding their insurance needs; in addition to building and maintaining relationships with Lifelong’s clients which includes everyday client services and administration of the office on a daily basis.  Dayana received her Bachelor of Science in International Business Management from Bloomfield College.

Brad Katz, CWS®, AIF® is the founder of Lifelong Investments LLC and is a Registered Principal with First Allied Securities with more than 20 years of experience in the financial services industry. Specializing in comprehensive wealth management services, Brad works with each client to determine their specific goals and objectives before crafting a customized strategy designed to not only grow their wealth, but to also protect, distribute, and transfer their wealth.