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Miami Dade Monthly Lunch Meeting

When
Wednesday, October 10, 2018
11:45 AM - 1:30 PM
Location
Citigroup Center 201 S. Biscayne Blvd. 7th Floor Conference Rooms Miami

Registration

Business Partner – $25.00
Member – $25.00

Registration is closed

10 Common Errors People Make Investing (and how to avoid them), Choosing Investments for your 401(k) and Considerations as You Near Retirement

Speaker: Justin Jacobs

Justin qualified as a Chartered Accountant in South Africa. He worked for Deloitte in both South Africa and New York specializing in auditing Financial Institutions. After spending some time in New York, Justin left New York and moved to London. Upon moving to London, he decided to leave Deloitte and use his vast experience gained in auditing Financial Institutions to work in the Investment Banks. He worked for 2 investment banks during his 12 years in London. Whilst investment banking was lucrative, Justin felt there was something missing – personal interaction as he usually spent his days behind 6 computer screens. After 12 years, together with his family, Justin decided to leave London and moved to South Florida to be closer to his wife’s family. When he moved, he decided to move out of investment banking and into financial advising. Justin did this so that he could still be involved with investing, but now have the personal client interaction that he felt he was missing. Now, Justin helps formulate strategies that build and protect the wealth of many different types of people and organizations across the spectrum; from affluent families looking to expand their portfolios to small business owners, retirees and professionals

CLM® pending

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