Total Credits: 1.0 MCLE, 0.0 Kansas Credit-General
The purpose of this presentation is to allow you to assess where you are at in your career and life so that you can thoughtfully plan for the next 20 years. For most, the middle portion of their career represents their peak earnings and expense years. It is important to understand the current state of your financial situation and career, where you would like to be, and map out a plan to get there. If you haven’t started or feel “behind” in this process, this presentation should help you take that next step.
What you will learn:
• Your Financial Plan: Do you have a financial plan? Have you reassessed and modified it over time?
• Savings: Retirement, children’s education, other lifestyle goals
• Lifestyle Considerations: Where am I at and where do I want go? What do I need to do over the next 20 years to be “successful?” How do I want my career to wind up?
Speaker & Moderator: Adam Goldstein, IFG Advisors LLC, St. Louis
| Planning for Financial Success - Mid-Career (325.6 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.
