Financial Wellness in an Election Year

Investing your money in any year can result in market volatility. 2024 is an election year with an immense amount at stake. Between social media, billions being spent on political advertising, financial media, mainstream media, partisan media (and all their fear-driven headlines), and major international geopolitical events…. where does one turn to best manage their money?

Join us on August 13th at 12:30pm where we will have NYWIFT sponsors Bill Fischer, CFP® and Gail Linn, CFP® of Fortis Lux Financial how to discuss considerations on how best to manage your investments, and your emotions, in an election year. Bill and Gail will be joined by Edward Zang, Director of Investment Strategy for Fortis Lux Wealth Management to look at how past elections have affected market returns. They will also discuss how to prepare your portfolio for the upcoming elections…and their possible outcome. Finally, they will answer some of your questions that are asked during this event.

As in any past NYWIFT educational events with Bill and Gail, their presentation will be simple, conversational, and easy to understand. Mark this event on your calendar for what we expect to be a very insightful, timely and informative presentation.

This event is FREE and open exclusively to NYWIFT members. Advance registration required.

Not a member yet? Email us at membership@nywift.org so we can expedite your application to attend this program. 

Date: Tuesday, August 13, 2024

Time: 12:30pm ET

Location: Zoom (link will be sent in confirmation email) 

Register

Panelists

William Fischer, CFP has been in the financial services industry since 2003. His mission is to help individuals and families determine the right financial strategies that also fit their personal values, goals and passions. William’s process is simple and will never make you feel embarrassed about your financial knowledge. His primary strategy is to educate and never alienate. He specializes in giving his clients a better understanding as to where they are now in life, in relationship to the goals they have identified. Finally, he believes in a strong relationship with his clients that continue even after the financial strategy is implemented. His client’s strategies are fluid and ever changing. Due to this, he is always in contact with his clients to make sure the plan that is set in motion today is still working just as effectively tomorrow. Prior to entering the financial services industry, William worked for 15 years in various capacities in the music entertainment industry. William is a 1988 graduate of the University of Massachusetts; Lowell with a BS in Mathematics. He became a Certified Financial Planner® Professional in 2011. Presently he lives in Queens, NY with his wife Tess, and their menagerie of various rescue pets. He also enjoys reading non-fiction, exploring new culinary adventures, learning Spanish and doing whatever his wife says.

Gail Linn, CFP focuses on working with professionals and corporate executives as they plan for and transition into retirement. Gail’s 29 years’ experience includes presenting numerous financial seminars and workshops on retirement planning to many groups and organizations including NY Women in Film & TV, NY Women in Communication, the NY Public Library Financial Literacy Center, Financial Planning Association of NY, Professional Women at MetLife, the Real Estate Board of NY and the Manhattan Chamber of Commerce.  Gail believes in being involved in the shaping of the financial services industry and spent 8 years on the Board of FPANY (Financial Planning Association), culminating in being the President and Chairman of the Board and 1 year as Director of Development on the National Board of WIFS (Women in Insurance & Financial Services). She supports strongly the growth of women professionals in financial services and as a result of her efforts in mentoring other women, WIFS presented Gail with the 2014 Angel Award. She has also received the Circle of Excellence Award from them over the past 6 years. 

Gail is one of 23 women featured in the recently published book, “Financial Services: Women at the Top”. This book provides insight from a woman’s perspective about success in the financial services industry and how to achieve it. Gail is a Lifetime qualifying member of the Million Dollar Round Table and was honored in 2013 by the online publication, Life Health Pro, as being one of the “20 Women In Insurance You Need to Know”. 

Edward Zang, Director of Portfolio Management

Edward began his professional career in wealth management in 1999 with Morgan Stanley Dean Witter in Greenwich, CT. While there, he developed a deep understanding of investment products and offerings, leading him to manage funds of a select group in Darien, CT.

Edward opened his own wealth management outfit in New York which he ran until 2011,

when he was made an offer to join MetLife Premier Client Group (now Fortis Lux Financial, a member of the MassMutual Financial Group) for his unique skill set of investment selection and management. He is committed to offering the highest level of investment techniques and investment research; his extensive knowledge of investing allows him to provide complex strategies and comprehensive portfolio management. The approach he uses for investment research is a combination of fundamental and technical analysis.

In 2016, MetLife Premier Client Group was acquired by the MassMutual Financial Group, and Hudson Wealth Advisors was merged into Fortis Lux Financial.
Edward is a graduate of Lehigh University, class of 1996, with a Bachelor of Science in Mechanical Engineering (BSME).