Total Credits: 1.0 MCLE, 0.0 Kansas Credit
The goal of this presentation is to allow you to begin planning for your financial future. Attending this presentation should allow you to better understand the basics of cash flow planning and debt management, as well as an understanding of why creating a plan is one of the most important steps you can take for your financial future.
What you will learn:
• Cash Flow Planning
• Student Loans and Other Debt Management – Mortgage, Auto, Credit Cards
• Saving: Emergency, Retirement, Children’s Education, Partner Buy-in, etc.
• Other Areas to Consider – Life Insurance, Disability Insurance, Estate Planning
Speaker & Moderator: Adam Goldstein, IFG Advisors LLC, St. Louis
| Planning for Financial Success - Early Career. (411.4 KB) | Available after Purchase | ||
| MOLAP Information (210.1 KB) | Available after Purchase |
Adam Goldstein is an Advisor with IFG Advisors and brings a wealth of expertise to advise his clients. His practice is primarily comprised of dentists, doctors, and business owners where he provides guidance through a deep understanding of their needs. Adam regularly engages with clients to uncover their concerns and identify their goals to develop creative solutions that match their vision. It is through this goals-based planning process that Adam helps his clients develop their professional and personal vision of financial success.
In addition to holding the designation of a CERTIFIED FINANCIAL PLANNERTM professional, Adam earned his juris doctorate from Saint Louis University School of Law. He also holds a Master of Laws in Taxation from Washington University in St. Louis.
With his free time, Adam exercises his passion for being involved in the community where he currently serves on the board of JFS in St. Louis as the Treasurer, and is a past board member of Angels’ Arms. Adam also enjoys spending time with his wife, two children and dog, cycling and coaching his son’s baseball team.
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Wed, Feb 15, 2023 - 02:00pm to 02:51pm CST
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