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Rewriting Your Future with Financial Planning
April 28, 2021 @ 2:30 pm - 3:30 pm
As we’ve seen with the COVID-19 pandemic, it can be hard to know how to plan your financial future.
The Good News: Setting goals can be helpful not just for your financial future, but also for lowering your stress because you will be working from a predetermined plan.
In partnership with the NBMBAA® Metro NY Chapter, join us for this FREE live webinar moderated by Jill Malandrino, Global Markets Reporter, Trading & Market Services for Nasdaq. The panel will discuss the ill-effects of the pandemic on our personal economics and ways to readjust.
Moderator: Jill Malandrino, Global Markets Reporter, Trading & Market Services, Nasdaq
Panelists: Christina Massalay, CPA, Founder & CEO, Mass Financial Management LLC
Anthony Shropshire, CPWA® CPFA®, First Vice President, Wealth Management Advisor, Portfolio Manager, Merrill Lynch Wealth Management
Robert T. Ross, Senior Vice President, Wealth Management Banking Leader, Northeast Division, Wells Fargo