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In this video, David Gallacher, CFA – Partner and Portfolio Manager at C.J. Lawrence shares strategies on how to actively manage your wealth for growth. One of …
Webcast: November 25, 2014 – Which Qualified Retirement Plan is Right for You?
Saving for retirement is an essential component of a comprehensive financial plan, but it is often difficult to determine which type of retirement plan is best suited to your individual and/or corporate needs.
In this month’s free on-demand webcast, OJM principal Jason O’Dell provides an overview of qualified retirement plan (QRP) options and discusses these important considerations affecting your QRP decision and overall financial plan:
– QRP ground rules for participants and employers
– Contribution maximums
– Protection of assets within the QRP
– Income taxation on withdrawals and value of tax deferral
– Options for hedging against taxes on QRP withdrawals
About the Presenter:
Jason M. O’Dell is a principal of OJM Group and a co-author of the books For Doctors Only: A Guide to Working Less & Building More and Fortune Building for Business Owners and Entrepreneurs, along with several other books and articles on financial topics.
He has experience as an entrepreneur, financial consultant and investment advisor and has been working with high-net worth and physician clients for more than 20 years. Jason has conducted financial planning, asset protection and wealth management lectures throughout the nation and has been recognized by Medical Economics as “One of the Best Financial Advisers to Physicians” and by Cincinnati Magazine as a “Top Wealth Manager.”
Jason graduated with a Bachelor of Arts degree in Economics from The Ohio State University and has earned a Master of Science degree with an emphasis in Financial Planning.
Considering a career in finance? Watch what some of our colleagues working in Wealth Management have to say about their job at UBS.
“Our people work together, they share ideas, the collaboration really does happen.” Chuan Yang, client advisor, Singapore.
“The real meaningful part, which I enjoy the most is actually really getting to know the clients, what’s important to them, what they’re really trying to accomplish, in a way that really gives their wealth purpose and meaning .” Sherry, Private Wealth advisor, New York
Charles Sperrazza of Queen City Financial Group and Thomas Cannavo, Wealth Management Attorney for The Financial Guys LLC, discuss the four corners of estate planning, the importance of a healthcare proxy and why it’s critical to have a durable power of attorney.
For more information, please visit https://queencityfg.com or call (716) 768-8222.
Queen City Financial Group, formerly CSS Agency, is a full-service agency for insurance and financial planning. We have been servicing the Buffalo and Western New York area for over 20 years. With over 40 years of experience in the financial services industry, we have learned that there truly is no substitute for experience.
Copyright © 2019 QueencityFG.com. All Rights Reserved.
Michael offers advisory services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Blackridge Asset Management, LLC and Queen City Financial Group are separate and independent entities from Peak Brokerage Services, LLC.
Watch Sky News live. Today’s top stories: Read more of today’s news: Five people have been stabbed at a rabbi’s home in New York, Sky News joins …
Dylan Ratigan’s path to MSNBC dayside anchor has had some interesting turns. He’s gone from preventing parking garage scams at night, to being a global managing editor at Bloomberg News. So what did it take to get there? And what’s next? Here’s the final part of this week’s Media Beat.
http://VideoBourse.fr – Interview de Yanick JETHA, Trader et Fondateur de MYJ Asset & Wealth Management ( http://Trades.MYJ-AM.com & http://MYJ-Wealth.com ), réalisée dans une salle de marchés à New York. Spécialisé sur le FOREX, Yanick nous présente sa stratégie d’investissement et sa méthode d’intervention, et parle des différentes informations qu’il étudie, techniques et fondamentales, évoquant notamment la livre sterling. Il parle également de stratégies de diversification évoquant une logique alliant investissements immobiliers via les taux bas combiné à la recherche d’opportunités sur les devises liées, puis des performances réalisées que l’on peut suivre sur http://trades.myj-am.com/#performances ainsi que de l’utilité d’être dans une salle de marchés entouré de professionnels de la finance grâce auxquels on peut obtenir des points de vus avisé sur divers sujets. D’autres sujets sont abordés: la gestion du risque, les services auxquels on peut souscrire sur son site http://Trades.MYJ-AM.com tels que des signaux ou un accès à une “trading room”… Entretien réalisé le 03/03/2016 à New York.
Présentation de MYJ Asset Management (tirée de: http://trades.myj-am.com/ ):
Accès au suivi d’un portefeuille réel de 10.000 euros chez FXCM
Marchés : FOREX, CFD, Indices et Matières premières
CERCLE PRIVÉ MYJ
Accès aux positions prises en temps réel et en toute transparence grâce à des signaux d’alerte envoyés par mail et notifications Push
Un STOP et un TARGET bien définis
Analyses, aussi bien techniques que macroéconomiques
Un procédé de trading efficace : ne réinvestir que les gains réalisés, de manière échelonnée
Une stratégie dynamique
Présentation de MYJ Wealth Management (en Anglais, tirée de: https://www.linkedin.com/company/myj-asset-management ):
Since the MYJ’s inception in 2012, we have provided our clients with greater than average returns, by selecting not only high quality asset classes in which to invest, but also developing an investing strategy to help you achieve your objectives. Before opening an account, we have an internal process called Know Your Client (KYC), which is an information process that requires us to thoroughly understand a potential client’s expectations and his or her tolerance for risk.
As a part of the Aladdin Risk for Wealth Management Team, Nisha works to leverage Aladdin and its proprietary risk models to generate analytics, for use by portfolio managers and home office investment and business management.
Learn more about Nisha and her BlackRock journey at: https://www.themuse.com/profiles/blackrock/person/nisha
How Can We Help You?
It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity & transparency.
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Bountiful, Utah 84010