1. The wealth gap and what to do about it
2. The financial planning process
3. Budgeting, Debt Management, and Saving
4. Personal Taxes and Tax Planning
5. Retirement Planning
7. Risk Management & Insurance
8. 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.