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Continuing the Conversation - Succeeding Through Crisis: Developing Financial Resilience

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$0 for Members
$10 for Non-Members

40 minutes
Date Published

August 27, 2020


Westchester County Bar Association


Financial Planning


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Jean Chatsky's Money Philosophy – there are five things you need to do – consistently and habitually – in order to live comfortably:

1 - You need to earn a decent living. Decent, not outlandish. Earning more than you need to live comfortably is nice, but it doesn’t increase your happiness.

2 - You need to spend less than you make. Learning to do this is difficult – particularly during cycles when credit is free flowing. And retrenching if you’ve overdone it can take time. But it’s absolutely possible and I can help you get there.

3 - You need to save, then invest. All the money that you’re not spending needs to work as hard for you as you work yourself

4 - You need to protect the financial world you’ve built for yourself. With both insurance and a basic estate plan, you can ensure that no disaster – large or small – can take it all away from you and the people who depend on you.

5 - And finally, you need to give back in a way that is meaningful to you. For some people this will mean giving money, for others money and time.

Everything else is just icing on the cake. James Licata and Rachelle Gayer, both licensed Financial Planners with Prudential Advisors, will lead the conversation that answers questions, reviews, and compliments Jean's messages.

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Jim Licata
licensed Financial Planner - Prudential Advisors

Jim Licata, Licensed Financial Planner - Prudential AdvisorsJim is a recovering engineer, whose wife Lisa is past president... Read More

Rachelle Gayer
licensed Financial Planner - Prudential Advisors

Rachelle is a classically trained musician whose passion for providing financial services grew from personal family... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Continuing the Conversation - Succeeding Through Crisis: Developing Financial Resilience - Video
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This program has not been submitted for credit in any jurisdiction. Registrants will receive a Certificate of Attendance/Completion that may or may not meet credit requirements in various jurisdictions.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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