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-4) 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
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

Chad Callahan

Provost at Plaza College

Chad Callahan

Provost at Plaza College

Chad Callahan is the Provost of Plaza College, a family-owned College founded in 1916 and accredited by the Middle States Commission on Higher Education. As the great grandson of the founders, he is uniquely aware of the College’s heritage and mission.

During his professional tenure at the college, he has led the construction and development of Plaza's 70,000 square foot New York City campus, introduced innovative and exciting educational programs (including the only Dental Hygiene degree program in Queens), and established the Plaza College Community Dental Clinic offering free oral hygiene services to the residents of NYC.

One of his greatest accomplishments has been creating the New York City Scholars Program, which provides juniors and seniors from local high schools up to 12 free college credits prior to graduating with their High School Diploma. Most recently, Chad and his team launched a School of Nursing, with its first offering being an accelerated, upper division Bachelor of Science in Nursing. Prior to joining the College, Chad was an auditor with PricewaterhouseCoopers and an Associate with a Real Estate Investment Bank.

Chad holds his BS and MBA from St. John’s University, is a certified public accountant, and together with his wife is the proud parent of three amazing boys.

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

Jay Young

Managing Director SVP of Axos bank

Jay Young

Managing Director SVP of Axos bank

https://www.linkedin.com/in/jay-young-278864/

Jay Young runs a Private Client Group at Signature Bank, providing banking services to some publicly traded firms in the US and Asia, with cumulative assets in excess of $20 billion. Highly respected in cross-border transactions, the focus of his practice is on real estate, private equity, and multi-national family offices. Jay collaborates closely with Signature Bank Digital Asset Group for crypto-focused clients.

Over two decades, Jay has held senior management positions with JP Morgan Chase, Capital One, and HSBC where he became a designated NBFI (None Banking Financial Institution) Banker, personally handling clients with revenues that are north of $250 millon.

A trusted advisor, Jay builds successful relationships by emphasizing client experience and risk management. Clients benefit from his broad range of technical, marketing, and management skills through expert handling of diversified portfolios with an emphasis on profitability. His solid reputation is strengthened by a broad network of professional partners and affluent individuals from diverse backgrounds.

Born in China, Jay’s family made the difficult transition to the US when he was 15.
Serving in the US Army facilitated valuable life skills. He earned a BA degree from St. John’s University (NY), and supplemented his education with courses in Alternative Investment through The Wharton School of Business/Harvard Business School Online.

Jay embraces his Asian heritage and actively gives back to the community. He co-founded the Future Alumni Association and serves on the Board of Committee for his alma mater. Recognized for his leadership, in 2012 Jay was designated the Northeast Liaison for the Diversity Advisory Group, a groundbreaking initiative by JPMorgan Chase. Since 2013 he has served as an Entrepreneurship Mentor for LaGuardia Community College. Jay is honored to be a frequent speaker for Veterans Affairs, providing guidance to veterans transitioning into society.

Sponsors and Partners

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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

Chad Callahan

Provost at Plaza College

John Renda

Financial Advisor at Edward Jones

Jay Young

Managing Director SVP of Axos bank

Organizer

Sponsor

Connect with 48 people attending this event