GUEST SPEAKER: Noam Pitsker, CFA with Principal Financial Group
Noam Pitsker has 14 years of experience in the financial services industry. He is well versed in investment management, financial analysis, quantitative analysis, equities, fixed income and derivatives. Noam specializes in retirement planning, investments and wealth management.
Noam has a Master’s in business administration from University of Florida and is a Chartered Financial Analyst (CFA®), has FINRA Series 7, 66 and series 31 securities registrations, and is Life and health insurance licensed in California.
Noam is married, has a cat and currently lives in San Francisco. He loves to cook, travel and exercise. He enjoys community involvement, networking and is the newest San Mateo Area Chamber of Commerce Ambassador.
Mitigating risk through planning can help you and your business achieve financial success. Some key action items can put you on the right path. Those include:
·Putting plans in place to allow you to transfer your business to the right person at the right time for the right amount. ·Making sure your business can survive without you or one of your key employees. ·Determining the value of your business, and whether there’s a market for it. ·Recruiting, retaining, rewarding and retiring key employees.
In summary, we know you face a lot of challenges as a business owner. But there are things you can do right now to overcome them, including:
1.Implement a business succession plan and keep it current. 2.Consider ways to recruit, retain, reward and retire your top talent. 3.Take steps to help secure your financial future.