Webinar Series - Part 5

"Personal Financial Wealth Awareness"

Event Details:

Date: Wednesday, July 10, 2019

Time: 12:00 pm - 1:00 pm EST

Webinar will be conducted via Zoom.  Detail information will be emailed to you upon registration

Sponsor:

Description:

 

In this 60 minute webcast, we will provide you with general financial planning concepts and education to guide you through the financial aspects of your life. While financial planning is unique to every individual, we hope you find these tips useful in managing your own personal financial journey.
 
Topics include: Cash flow management, financial planning basics, investment overview, risk management (insurance), estate planning and understanding your income taxes.

Speaker: Mary Saylor

Mary Saylor

Mary Saylor

RSM US Wealth Management LLC  

Mary is a manager in RSM US Wealth Management LLC’s Philadelphia metro area. She joined RSM in 2006 performing attest services for the audit department, including audits of retirement plans. After pursuing her certified public accountant (CPA) certification, she joined the wealth management team in 2010. Her current focus is working with high-net-worth individuals and families, corporate executives, professionals and business owners to assist them with their financial planning, investment advisory, and other wealth management needs.

Mary is also involved in growing the local retirement plan advisory service, which includes due diligence monitoring, fiduciary guidance and participant education for corporate retirement plans.

Speaker: Michael Lin

Michael Lin

RSM US Wealth Management LLC  

Michael is a Manager for RSM US Wealth Management LLC’s Mid-Atlantic region. He has seven years of experience in providing Wealth Advisory services. He focuses on developing and implementing solutions for clients that include areas of financial planning, retirement planning, investment strategies, college planning, and estate planning.

Michael is a Certified Financial Planner™ professional and a member of the Financial Planning Association.

Michael Lin

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