EMACC Connections 2020 05.11.2020 Tom Duffy

Thank you for registering for our EMACC Video Conference Program!  We are excited to have you join our call.

Guest Speaker:Tom Duffy, CFP
Jersey Shore Financial Advisors, LLC
   

"Protecting your family wealth from predators, creditors & Senators" TM

Thomas Duffy, CFP®

 

Tom is a Certified Financial Planner Professional™ earning this prestigious credential from the Certified Financial Planner Board of Standards in 1994.  Tom has been active in the financial planning and wealth management profession since 1993, working with individuals, families and business owners always putting the interests and needs of clients first.

Along with his wife Kristi and daughter Julia, Tom is a lifelong New Jersey resident residing in the borough of Oceanport in Eastern Monmouth County.  Tom holds a Master of Business Administration degree from Monmouth University and a Bachelor of Science degree in Management Science from Kean University

The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors -- highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.  Tom was accepted into NAPFA in 2011.

Tom is also active with the New Jersey Chapter of the Financial Planning Association serving on the Board of Directors for 6 years, completing service to the Board as Chairman in 2012.  The Financial Planning Association of New Jersey is the voice and the premier resource to the public and our members on the Financial Planning profession.

Tom also serves on the Board of Directors of the Eastern Monmouth Area Chamber of Commerce (EMACC) and is a member of the Executive Committee.

As an advocate for Financial Literacy, Tom is also adjunct instructor of Financial Planning at William Paterson University where he teaches a course called Financial Well Being in the Christos Cotsakos College of Business.

About Jersey Shore Financial Advisors, LLC

Jersey Shore Financial Advisors, LLC is a New Jersey Registered Investment Advisor providing comprehensive financial planning services to individuals, families, multi-generational family groups and businesses on a fee-only basis.

 


 

TODO
Register
Date and Time

Monday May 11, 2020
11:30 AM - 12:30 PM EDT

Thank you for registering for our EMACC Video Conference Program!  We are excited to have you join our call.

Guest Speaker:Tom Duffy, CFP
Jersey Shore Financial Advisors, LLC
   

"Protecting your family wealth from predators, creditors & Senators" TM

Tom is a Certified Financial Planner ProfessionalTM with over 25 years of experience. Since CoVid-19, he has repeatedly heard the concern...I am close to retirement and now I am laid off, what should I do?  Recently he has been quoted in articles in Market Watch and on CNBC about this subject.
Tom will provide us with tips and wisdom in answer to this concern and others about planning for your future in this time of constant change.
 

We prefer you join us online in Video Format on ZOOM. Seeing each other will help keep us connected and feeling less isolated during this difficult time.  Our thirty minute presentation will be followed by a brief question and answer session.  The log-in/call-in information is below:


Topic: EMACC Connections Morning Business  Meeting with Tom Duffy
Time: May 4, 2020 11:30 AM Eastern Time (US and Canada)

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Meeting ID: 284 790 0714
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There is no fee.
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Contact Information

Jennifer Eckhoff
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