Personal Financial Planning Strategies Amidst A Changing Economy:
Is It Time to Re-evaluate Your Financial Goals and Investments?

In spite of the US economy having recently achieved the longest economic expansion on record, recent news reports indicate that growth is slowing and that a recession might occur, perhaps as soon as next year. Against these shifting currents, political turbulence and uncertainties about trade policy, you might understandably feel confused about the state of your personal finances and investments, and whether you should consider making changes.

This non-commercial workshop will help you take stock of your personal finances and provide objective information about the current state of the economy and markets. The session examines the recent history of financial markets to reveal patterns and trends that support important and time tested principles of successful investing. Learning about these concepts may help you think about your current goals both today and for the future, as well as help you evaluate your current situation.

Learning Objectives

The educational objectives for this session, which will take place from Noon to 1:30 pm on December 17, 2019, include:

1. Economy and Financial Markets Update
2. Discuss Investment Opportunities, Risk, and Diversification
3. Using Goal Based Approaches to Plan for Multiple Needs
4. Tax Planning Considerations in the Investment Process
5. Principles for Successful Long-Term Investing

About the Speaker

William (“Bill”) Pollak is the Founder and Managing Principal of Itineris Financial Advisors in the San Francisco East Bay (yourmoneyjourney.com). Bill started his financial advisory practice as a result of his personal experience with career change and other notable mid-life transitions. Over time, as he met others seeking to define the next chapter of their lives, he was inspired to form a financial advisory practice focused on serving the needs of entrepreneurs and executives embarking on new professional and personal paths and seeking to feel confident about their financial future.

Bill is a Registered Representative with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor & Member FINRA/SIPC. Over the past several years, Bill has conducted several educational workshops at AIASF about various financial topics. He also volunteers his time as Job Search coach at the San Francisco Job Forum of the SF Chamber of Commerce and at the Jewish Vocational Service in San Francisco. He also delivers pro-bono financial education in East Bay public schools through Operation Hope.