Brian J Boder
Financial Advisor


Insight Financial

Upcoming Events

Financial Wellness Workshop

Being a therapist entails always taking care of others, but who is taking care of you? Financial security is the confidence that comes from taking action today to provide for tomorrow. It includes setting goals, accumulating resources, addressing risks, implementing lifetime income strategies and revisiting your plan as life unfolds in accordance to your values.

We will discuss the following topics:
How much money you should have in your emergency fund?
Reviewing your benefits.
Do you know how much money you will need to retire comfortably?
Have you reviewed your investment strategies?

This event will allow you to ask questions and learn more about how you can take action to plan for your financial future individually and as a business owner.

If you can't attend please e-mail me us set up a one-on-one meeting in person or over a call.

Best,
Jason Balish, Jacqueline Engel & Brian Boder

Date: Saturday, May 4, 2019
1:30 PM - 3:00 PM
Location: Northwestern Mutual
245 Park Avenue
New York City, NY 10075
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck