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Money Matters for Business Managers and Owners By Gerard Raho
FREE Lunch & Learn for Businesses
December 1 @ 12:00 pm – 1:00 pm
Money Matters for Business Managers and Owners – FREE Business Lunch & Learn
By Gerard Raho
Decisions, decisions, decisions. Where do you put your income? Do you borrow it, save it, invest it for yourself, or invest it in the business? Gerard will give you some actionable tips to incorporate right now!
Money Matters for Business Managers and Owners
By Gerard Raho
What you will learn:
At the meeting some of the topics I can touch on are:
- Different retirement saving accounts and strategies
- Personal asset management and protecting what business owners have built.
- Ways to support/reward employees.
- A little about the current economic and job outlook.
As always, I’ll leave time for people to ask questions.
A Little About Gerard:
I am a finance professional with 20-plus years of experience in both developed and emerging markets. Prior to Edward Jones, I ran a trading desk for JP Morgan for a number of years, as well as my own NYSE Floor brokerage firm with three partners. During that time, my clients were some of the largest and most sophisticated hedge funds and money managers in the world.
At Edward Jones, I now use that experience to help individuals with wealth
strategies. I take a comprehensive approach to financial advice, which includes not only investments but also asset protection and legacy strategies. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, I can offer investment solutions tailored to all your financial goals.
I work with my clients to identify and address their most pressing needs. My goal is to work together with my clients to create a custom-tailored plan to help them with their financial needs and goals. I will partner with my clients throughout their lifetime by having ongoing discussions and communication to make sure they are staying on track.
I earned an MBA from Duke University’s Fuqua School of Business and a
bachelor’s degree in economics from Syracuse University. I reside in Madison, NJ, with my wife and two children.
27 E Main St
Mendham, NJ 07945