Smart Money Moves for 20/30s: Sponsored by MetLife

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Description

Date: April 22nd at 2:00pm - 3:00pm ET
CE: 1 NAEA CPE
Speaker: Robert Lembo

Smart Money Moves for 20/30s: Sponsored by MetLife
Are you or your clients in their early career and looking for financial tips? this workshop offers 10 relevant financial tips including creating a budget, establishing an emergency fund, and making the most of Retirement Savings.

Learning Objectives:

Have a better understanding of taxes, how to create a budget, how to create an emergency fund, compounding and investing, be in control of student loans and other forms of debt, retirement savings, proper insurance coverage, credit scores, financial goal setting.

Thank You to our Sponsor

Contributors

Robert Lembo, CLU

Robert Lembo has been working in the financial services industry for over 30 years and holds a Chartered Life Underwriter Designation, CLU®. He specializes in working with small to medium size business owners to develop comprehensive solutions to many of the problems they face. Nevertheless, Robert can help provide individuals with sophisticated, yet straight-forward financial guidance through a holistic financial approach.

In early 2018, Robert and his two business partners founded Rock Creek Financial. The team’s collective skills, knowledge and experience will help their clients better understand their current financial situation, discover ways to reach their long-term goals and ultimately achieve financial freedom.

Robert and his wife Nancy live in Sandy Spring, MD and are avid supporters of the Lymphoma Research Foundation. He and Nancy love spending time with their two children, daughter in law and grandson. In addition to family, Robert enjoys playing golf, sailing and painting masterpieces.

Thank you

Description

Contributors

Robert Lembo, CLU