Queens Chamber Banking and Law x Family Owned Business: "Securing Success: A Financial Forum on Navigating FDIC Insured Products and Future Market Volatility"

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Save the dateJune 27, 202310:00 AM - 12:00 PM (GMT+8) Add to Calendar

Venue Location

Queens Chamber of Commerce

75-20 Astoria Boulevard, Suite 140
Jackson Heights, New York

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Organizer

Organizer: Queens Chamber of Commerce

Phone: +1 7188988500

Contact Person: Shahriar Hossain

Email: shossain@queenschamber.org

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The Family-Owned Business Committee and Banking & Law Committee of the Queens Chamber of Commerce are collaborating to showcase a series of events designed to help advance the needs of members. This first meeting will highlight how to increase liquidity and financial protection for both individuals and business through FDIC. Additionally, the panel will discuss current volatility trends and cover specific strategies available to both established and newly formed businesses. This event welcomes all individuals from sole proprietors to large multinational corporations.

Agenda

10:00 AM - 10:30 AM
Networking
Networking
Networking and refreshments
10:30 AM - 10:35 AM
Panel Introduction
Panel Introduction
Welcome and Overview
10:35 AM - 11:05 AM
FDIC Panel
FDIC Panel
Mia Sultana
Managing Group Director of Flagstar Bank
Overview of FDIC insurance and FDIC insured products
11:05 AM - 11:35 AM
Navigating Market Volatility
Navigating Market Volatility
John Renda
Financial Advisor at Edward Jones
Volatility vs. Vulnerability, diversification, retirement strategies
11:35 AM - 12:00 PM
Q&A
Q&A

Speakers

John Renda

Financial Advisor at Edward Jones

John Renda

Financial Advisor at Edward Jones

John Renda is a Financial Advisor with expertise in working with Executives & Individuals, with a strong focus on helping them transform their financial future and achieve their personal-financial goals with his unique approach tailored towards the career journey of Executives & Individuals.

His expertise lies in helping individuals identify their primary risks in retirement and structuring a process to help them avoid market downturns while protecting their life savings.

►►► Are you an Executive or Professional working hard to climb up the corporate ladder to achieve your personal income and retirement goals?
Chances are you are busy fighting fires and dealing with new challenges that come with a corporate management position. Most executives and professionals spend long hours helping their company and projects become successful, but lose sight of their personal financial freedom goals. As a result, they unintentionally end up working more years than they planned to before retirement.

Have you thought about the following:
►If you lost your job today (executives have the highest churn), how much in savings do you have and how does this impact your retirement plan?
►Do you know if your company supports flexible investing which is becoming more popular in many company-sponsored retirement plans today?
►Have you recently assessed your portfolio to see how would it perform if we were to face another market downturn such as the one from 2008?
►Do you know when you can retire or how much money you would need to retire comfortably to maintain the lifestyle you aspire to?

These are some of the many questions that I can help you solve.
Avoid this: “Being a Top Performer, making high income, but still retiring late due to lack of proper financial planning…”
If you need help with this, feel free to reach me at John.Renda@EdwardJones.com

Mia Sultana (Managing Group Director of Flagstar Bank)

Mia Sultana

Managing Group Director of Flagstar Bank

Sponsors and Partners

Community

Connect with 41 people attending this event

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Queens Chamber Banking and Law x Family Owned Business: "Securing Success: A Financial Forum on Navigating FDIC Insured Products and Future Market Volatility"

Networking

Networking

Panel Introduction

Panel Introduction

FDIC Panel

FDIC Panel

Navigating Market Volatility

Navigating Market Volatility

Q&A

Q&A

John Renda

Financial Advisor at Edward Jones

Mia Sultana

Managing Group Director of Flagstar Bank

Organizer

Sponsor

Connect with 41 people attending this event