A Road Map to a Successful Financial Plan

Writing down financial information next to a calculator.

Why a financial blueprint is the most important step.

UB graduates Paul & Adam Hammer give an in-depth discussion of why it’s important to develop a financial blueprint, the unique financial challenges you may face, how saving will play a key role in your life, planning vs. reacting, and how investing goes hand in hand with saving.

The webinar will also provide a recap of the 2017 financial markets & key trends to look for in 2018. This is part one of a three part series on personal finances.

Paul graduated UB in 1978 with an Economics degree. Returning to Long Island he received his MBA in Finance from the New York Institute of Technology. In 1991 Paul moved back to the Buffalo area with his family & earned the Chartered Life Underwriter (CLU) designation in 1995 and the Chartered Financial Consultant (ChFC) designation in 1996, both from the American College. He has also obtained the Accredited Investment Fiduciary® (AIF®) designation, the Accredited Estate Planner designation, and has maintained the required continuing education credits (PACE) with the American College.

Adam joined Hammer Financial Group in 2014 as a fully licensed registered staff member. He received his Bachelor of Arts in Political Science from Mercyhurst University in 2009, and his Masters of Science in Finance from the UB in 2014. Adam has earned numerous professional designations from the College of Financial Planning, including the Accredited Asset Management Specialist (AAMS®) & Chartered Retirement Plan Specialist (CRPS®).

 

Originally presented on Wednesday, February 14, 2018.