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Schools

Personal Financial Management

Jorge Amy, Neighbor

Personal Financial Management-Six Steps To Financial Success

  1. Protect What You Have
  2. Take Control Of Your Cash Flow
  3. Invest Wisely
  4. Manage Your Taxes
  5. Save For Retirement
  6. Leave A Legacuy

One hour educational presentation with Q&A. 

Free and Open To The General Public

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Presenter: Jorge A. Amy, CFP®, MBA. Financial professional with over 30 years of experience. Working as an Investment Advisor Representative and Registered Representative at a major U.S. insurance company and broker dealer. BS from University of Maryland and MBA  from George Washington University. Worked from 1984 to 2005 in New York city for leading global financial institutions.  Proponent of using broadly diversified global asset allocation, Index Funds, ETFs and Separate Account Managers.

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