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Breaking Through Financial Boundaries (Past event)
9 FEBRUARY
With: Justin Charise, CFP®
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With Justin Charise, CFP®
Join Justin Charise and an invitation-only group of friends and family for a conversation about managing your money in the context of the pandemic and the changing political environment. We will kick-off the session by discussing Justin’s views on the following important questions, and then open it up for q&a with the participants.
- What might a Biden administration mean for my investments and taxes?
- What strategies could I use in this post-Trump environment?
- What are the pros and cons of being self-directed versus working with an advisor?
About the Speaker
Justin Charise leads a comprehensive financial planning practice in Westport, CT. In 2017, he was named one of Worth Magazine’s Leading Advisors. A West Point graduate, Justin led soldiers in Kuwait and Iraq before attending business school and getting his MBA from Cornell. After a stint at Goldman Sachs, he become a Financial Advisor and Founding Partner of Saugatuck Financial. Justin is passionate about helping his clients live without financial stress. Justin and his wife Charise reside in Westport, Connecticut with their son Austin and daughter Ashley.
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