The Basics of Financial Planning

2023 was quite the trying year for those of us who work in film and television. Having two different work stoppages wreaked havoc on the industry and the workers the industry employs. Many people felt the strain especially hard on their wallets and bank accounts.

Join us on January 29th at 5pm EST as Gail Linn, CFP® and William Fischer, CFP® present The Basics of Financial Planning. This presentation will be a refresher on all of the basics that you need to know with respect to your personal financial planning. They will talk about rebuilding a strong financial foundation, how to restart your long term savings and investing, and how best to refocus your retirement planning. On top of that, they will also answer any questions that attendees have throughout the presentation.

Gail and Bill have been NYWIFT members, and providers of financial education to NYWIFT members, for 10 years. Their presentations are always concise, conversational and easy to understand. You will never feel intimidated by the subject matter and will walk away empowered through knowledge. 

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: Monday, January 29, 2024

Time: 5:00pm 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”.