Developing YOUR financial plan – Getting THROUGH retirement, not just TO retirement | Alumni Association

Developing YOUR financial plan – Getting THROUGH retirement, not just TO retirement

Presenter: Joe Boyd '04

Vice President, Financial Advisor

Webinar Date: 03-27-2017

Developing YOUR financial plan – Getting THROUGH retirement, not just TO retirement

This webinar is the final installment of a series on Financial Planning webinars. Previous webinar recordings of the first two installments are available on the RIT Alumni Association YouTube page. This event is live-captioned.

In this webinar, you will learn:
Learn elements to consider when developing long term plans
How to build your unique plan
How to get started, how to assess along the way

Joe Boyd '04 / Vice President, Financial Advisor

Joe Boyd is an RIT Chemistry alum from the class of 2004, and Vice President and Financial Advisor at Brighton Securities, an independently owned financial services firm serving clients in Rochester and around the country for more than 40 years. Following his time as a QA/QC Chemist, and Project Engineer, Joe has been in the financial services industry for 8 years; 7-years of which have been with Brighton Securities.

As a scientist by training, Joe applies a data-driven, detailed and thoughtful approach to financial advising. He specializes in critically analyzing complex client information, researching various strategies, and making recommendations to clients that are designed to help them address their specific needs. He wants his clients to know not only what investments they have, but also why they have them.