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Lecturer: PhD. Michael Bernardo

The benefits of financial planning when making investment recommendations to clients

“The lecture will approach what is a financial plan and how does it differ from investment recommendations, considerations for a financial plan (time horizon, risk tolerance, goals), how the financial planning process helps asset gathering, the importance of keeping a plan updated and investment options. You’ve done your financial plan; now what? Let’s talk insurance!”

About the lecturer:

• Senior Director no Citizens Bank Wealth Management

• More than 20 years of professional experience working in the legal, compliance and financial areas in companies such as Citigroup, Morgan Stanley, NY Stock Exchange Regulation and PWC (Big Four)

• PhD. in Finance (Capella University)

• Master’s Degree in Accounting (University of Phoenix)

• Bachelor’s Degree from Rutgers University

• Holds FINRA Series 7 and Series 24 licenses

Organized by: Content for All by Ambra

Content for All is organized by Ambra University, which offers free content (lectures, short courses, workshops, congresses, among others).