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Financial Planning During a Job Transition

By, Gerard Raho

October 12, 2021 @ 11:30 am 12:30 pm

Financial Planning During a Job Transition

By, Gerard Raho

The topics to be discussed include:

1. 401k options when you leave a company and the positive and negative aspects to each option.  Discussion of special situations when you can take money out of a 401k without penalty.

2. Overall financial planning; Cash management options and liquidity needs during job transition.

3. A retirement analysis and discuss the importance of having proper asset allocation.

4. Discuss current market volatility and put it into historical perspective.

Do not delay! Seats are VERY limited!


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.

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