‼️ SPEAKER ALERT ‼️
Anthony Riley-Barrett is the Vice President at the Greater New York Branch of Equitable Advisors, a top Financial Advisor specializing in wealth management and tax strategy.
With a degree in Accounting and Finance from Bloomfield College, he is dedicated to providing superior financial advice and services, including Life Insurance, Educational Funding, Retirement Planning, Investment Services, Estate Planning, and more. Anthony is not only committed to assisting clients in reaching their financial goals but also plays a vital role in training and mentoring younger advisors. Outside his financial expertise, he proudly serves as a board member on the community service committee for Omega Psi Phi Fraternity Inc. and is a graduate advisor for younger members at his alma mater.
He’s talk on Wealth Management & Tax Strategy will focus on:
1. Retirement as a Number, Not an Age:
Emphasize the concept that retirement planning is more about financial readiness than reaching a certain age.
2. Legacy and Estate Planning:
Highlight the significance of legacy and estate planning, underlining the importance of preparing for the future and ensuring a lasting impact.
3. Strategic Tax Planning for Businesses and Individuals:
Discuss the crucial role of tax strategy planning, addressing the unique needs of both business owners and individuals to optimize financial outcomes.
Attend Ignite HER luncheon ready to fuel your mind and finances.
6 days ago