Vahanian Leads Zoom Discussion on Financial Literacy & Management
On September 8th, Jeffrey C. Vahanian, CFP® had the pleasure of leading a Zoom discussion on financial literacy and financial management with 39 participants from ARC and The Kinship Project. These individuals are working to support the successful re-entry into society of the formerly incarcerated.
Jeffrey commented that while “Listening to their questions and concerns, I was struck by how vulnerable, and willing they were to listen and learn. Quickly I found myself settling into a conversation with individuals I never would have encountered, were it not for the invitation to speak with them.”
Vahanian further reflected upon his time with these folks by saying “I am very grateful to have played a small role in helping these men and women find their way back into their communities and to continue their lives in a positive way. Now, in the time of Covid-19 with so much disruption, there are so many people who need and would benefit from our support. It’s important that we all help one another out and seek opportunities to serve, inspire and positively engage with everybody that is part of our society.”
At Vahanian & Associates, we believe that we are all an American family. Let’s stay positive, healthy and together.
About Vahanian & Associates:
Vahanian & Associates Financial Planning Inc. provides financial planning, investment management, and estate planning services for high net worth individuals and families, and is accepting new clients. The team also provides ESG and Sustainable Investing options. Vahanian & Associates is located at 60 Railroad Place in Saratoga Springs, NY (518) 583-0891. Jeffrey Vahanian, CFP®, President of Vahanian & Associates is also separately a registered representative offering securities through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. The company website can be visited at www.vahanian.com.
Royal Alliance is consistently recognized as one of the premier independent broker-dealers in the country. The company’s reputation is the result of an open-architecture model and commitment to leading edge technology and superior service.
Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Osaic Wealth, SagePoint Financial and Woodbury Financial. These independent broker-dealers, with more than 7,000 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group and Members FINRA/SIPC.
Vahanian & Associates (“Vahanian”) created this presentation for its website. Any other distribution of this presentation is strictly prohibited. While the content presented is believed to be factual and up to date, it is based on information obtained from a variety of sources. Vahanian believes this information is reliable, however, it has not necessarily been independently verified. Vahanian does not guarantee the complete accuracy of all data in this blog post, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of Vahanian as of the date of publication and are subject to change. This blog post does not constitute personalized advice from Vahanian or its affiliated investment professionals, or a solicitation to execute specific securities transactions. Vahanian is not a law firm and does not intend for any content to be construed as legal advice. Readers should not use any of this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, Vahanian recommends that readers consult Vahanian and their other professional advisers (including their lawyers and accountants) and consider independent due diligence before implementing any of the options directly or indirectly referenced in this blog post.
Past performance does not guarantee future results. All investment strategies have the potential for profit or loss, and different investments and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken or recommended by Vahanian, will be profitable or equal any historical performance level. Any index performance data directly or indirectly referenced in this blog post is based on data from the respective copyright holders, trademark holders, or publication/distribution right owners of each index. The indexes do not reflect the deduction of transaction fees, custodial charges, or management fees, which would decrease historical performance results. Indexes are unmanaged, and investors cannot invest directly in an index.
