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So much of our life revolves around money and as our life changes, so should our financial priorities and goals. This presentation will focus on financial planning during various life stages. Gerard Raho from Edward Jones will touch on a Roth IRA and 529 college saving accounts for people early in their career. He will talk about investing in a 401k, maximizing 401K contributions as well as presenting options for your retirement account when you leave a job.

Gerard Raho is a finance professional with 20-plus years of experience in financial markets. As an Edward Jones financial advisor serving Morris County, NJ, and the NY Metro area, he help individuals with wealth strategies. He works with clients to identify and address their most pressing needs and then creates a custom-tailored strategy to help address those financial needs and goals. He earned an MBA from Duke University’s Fuqua School of Business and a bachelor’s degree in economics from Syracuse University.

This webinar is presented on Zoom from the NJ State Library. Click here to register.