Please Join Concord Wealth Management on Nov 22nd as we discuss the YOLO Effect on your financial future!

We'll be discussing

Budgeting

Debt; the good, bad, and the truth.

Insurance; what insurances do I actually need?, how does it work?, and why do I need it?

Savings; how much should I be saving? What is the best way to start? Easy ways to save more and where to start saving now!

Who is Matt Logan?

Matt Logan:

Matt joined Concord Wealth Management in 2010 as a Financial Advisor. Matt’s diligent work and dedication quickly led to his promotion to vice president in 2013. He is now responsible for talent acquisition as well as training and supervising the company’s financial professionals. Matt has a vast knowledge of Financial Services with areas of expertise which include life insurance, retirement planning, marketing strategy, case design, and field training. He has received various distinctions for his work including Agency Life Insurance Producer of the year with Penn Mutual for 2011, 2012, 2013 and top Sales Manager in both 2014 and 2015. Prior to joining Concord Wealth Management, Matt was a financial advisor with MetLife. He was awarded Advisor of the year in 2008 for MetLife's Boston Agency. He was a member of the MDRT and Leaders’ Conference qualifier.

A graduate of Curry College in Milton, MA, Matt earned his bachelor’s degree in Business Management. He is a member of the National Ethics Association, the Producers Advisory Council, and GAMA. He holds Financial Industry Regulatory Authority (FINRA) Series 6, 7 and 63 licenses. Matt’s hobbies include golfing and fitness. He enjoys spending quality time with his wife Sabrina and son Ethan. He resides in Braintree, MA with his family.

Who Should be attending this event: Millennial Professionals

#YOLO

Any questions, please call Omama Marzuq at 774 269 7327.

Light lunch will be provided.

Lunch & Learn: YOLO Effect

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