- The wealth gap and what to do about it
- The financial planning process
- Budgeting, Debt Management, and Saving
- Personal Taxes and Tax Planning
- Retirement Planning
- Risk Management & Insurance
- Estate Planning
Speaker: Jacob R. Thomas
Mr. Thomas joined Hallmark from Raymond James Financial where he was an Investment Executive.
Mr. Thomas earned a BS in Finance and Accounting with a minor in Economics from Monmouth University and a MBA in Finance and Strategy & Leadership from Rutgers, The State University of New Jersey.