WEBINAR – Financial Planning for Mid-Career Professionals
May 19 @ 12:00 pm - 1:00 pm
As you move through life, your financial goals shift and as a result, so should your financial planning. Those of us who are mid-career need to start focusing more on our retirement, especially as other goals like home buying or funding for higher education near their end. Please join us as Gerard Raho from Edward Jones Investments examines different facets of financial considerations that affect mid-career individuals, including:
- Steps to be prepared for retirement
- Critical investment mistakes people make, especially in volatile markets
- Importance of asset allocation
- Short term vs. long term investments, including diversified investments
- Social Security
Gerard Raho is a financial advisor for Edward Jones with over 20 years of experience in financial markets. Before working at Edward Jones, Gerard ran a trading desk for JP Morgan and established his own NYSE floor brokerage firm. He works with clients to identify and address their most pressing needs to create custom-tailored strategies to help address their financial needs and goals. He earned a MBA from Duke University’s Fuqua School of Business and a bachelor’s degree in economics from Syracuse University.