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Free cpe webinars
Will I Have Enough? Creating a Strategy now to Have More Later

WILL I HAVE ENOUGH? CREATING A STRATEGY NOW TO HAVE MORE LATER

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 29, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

This webinar addresses the deep concerns business owners have about how much money to save and where to save it so they can retire one day with confidence. Mindi shares a strategy for annual savings that goes past the conventional wisdom of accumulating wealth. She will educate us on the rules of money in our working years and our leisure years.

Mindi will guide us on the “how-to” of creating a strategy that will enable us to have the lifestyle and flexibility we desire when we are no longer working.

Learning Objectives: 


  • Determine why putting money in the stock market alone isn’t enough

  • Recall how the rules of money change in your earning years versus your distribution years

  • Recognize a strategy for your annual savings to have more income in retirement without the risk of running out of money

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mindi Wernick

Lee, Nolan & Koroghlian, LLC
Financial Services Representative
mwernick@financialguide.com
(347) 200-7794

Leenolankoroghlian

Mindi Wernick is a financial advisor who works with business owners on their A-game who are stellar at making money but not necessarily adept at growing their wealth. Mindi helps her clients get clarity on their current financial situation, what they envision for their future, and provides them a roadmap to get there. She has been serving her clients with expertise and heart for over 14 years. She lives with her wife and three boys in Brooklyn.

Mindi Wernick is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC.  Member SIPC.  Supervisory office – 250 Pehle Avenue Ste 405, Saddle Brook NJ 07663-973-237-0100.

About Our Presenter

Leenolankoroghlian
Lee, Nolan & Koroghlian, LLC is one of the largest and most advanced insurance and investment firms in the tri-state area. Founded in 1991, our firm takes great pride in helping people like you, make solid financial decisions that are rooted in industry knowledge and expertise.

Boasting over 140 associates, many of whom hold professional designations and advanced educational degrees, Lee, Nolan & Koroghlian, LLC serves more than 42,000 clients between our home base in Saddle Brook, New Jersey, and in four other locations throughout New Jersey and New York. We take great pride in assisting professionals, executives, business owners, and affluent families, in protecting their current income and preserving their preferred lifestyle.

As a successful professional, you understand how important it is to plan, protect, and grow your wealth - not just for today, but for years to come. You have unique financial and estate planning challenges that deserve the attention of a firm that is equipped to manage them.

Lee, Nolan & Koroghlian, LLC has been committed to helping you protect what matters most, for over 25 years.