Investing in Your Future SeminarThis is a professional development workshop for PYP and community members to gain knowledge related to personal financial planning, including saving and investing. Topics include: Investing – how to get started What company is best to choose? What type of account do I invest in? What type of investment do you want to make? When […] RegisterFull Calendar
This is a professional development workshop for PYP and community members to gain knowledge related to personal financial planning, including saving and investing.
Investing – how to get started
- What company is best to choose?
- What type of account do I invest in?
- What type of investment do you want to make?
When is it appropriate to invest?
- Education around the right time for you and your financial situation.
- Are there steps you need to take first savings-wise before investing?
Utilizing your employer-based benefits
- Do you understand what your employer offers or what you participate in?
- How to maximize the benefits of company matching
- Differences in 401k, IRA, etc.
Information on joining the zoom session for this will be emailed to registrants.
Financial Representative, Northwestern Mutual
James Craft was born and raised in Pensacola, Florida. James graduated with his Bachelor’s degree in Finance from the University of Central Florida. He started his professional career as a small business tax accountant in Orlando before moving back to Pensacola with his wife, Morgan. He uses his experience to provide tax-efficient wealth planning strategies for his clients. James specializes in planning for medical professionals, families, and young entrepreneurs. James is currently tracking towards the WMCP designation.
Financial Advisor, Northwestern Mutual
Alex Coyne was born and raised in Pittsburgh, Pennsylvania where her collegiate basketball career eventually relocated her to Florida. Alex graduated with her Bachelor’s and Master’s degree from the University of West Florida. She started her professional career as a college women’s basketball coach and uses that experience to help build relationships, educate, encourage, and move her clients to action to enhance their wealth picture. Alex specializes in planning for business owners, families, and creating a distribution strategy for pre-retirees. Alex is currently tracking towards the CFP designation. With impact being her “why” in the business, she equates: Faith, Family, Fitness, and Finances to be the most important things in her life.