End-of-Year Financial Strategies:
Protect Your Wealth

Exclusive Expert-Led Workshop

After a year of unexpected economic twists and turns, it’s time to close the year strong.  Focus on what you can control regarding your tax, estate, and investment planning. 

Watch the recording now and discover the tools to evaluate your finances and implement strategies to protect your wealth before the year ends. 

Host Zoe CEO & Founder Andres Garcia-Amaya, CFA, was joined by Zoe Certified Advisors Marcus N. Magyar, CFP®, and Melissa Gerckens, CFP®.

Date: Thursday, October 27th
Time: 1:00 pm ET | 10:00 am PT

Watch the recording:

End-of-Year Financial Strategies:
Protect Your Wealth

Exclusive Expert-Led Workshop

After a year of unexpected economic twists and turns, it’s time to close the year strong.  Focus on what you can control regarding your tax, estate, and investment planning. 

Watch the recording now and discover the tools to evaluate your finances and implement strategies to protect your wealth before the year ends. 

Host Zoe CEO & Founder Andres Garcia-Amaya, CFA, was joined by Zoe Certified Advisors Marcus N. Magyar, CFP®, and Melissa Gerckens, CFP®.

Date: Thursday, October 27th
Time: 1:00 pm ET | 10:00 am PT

Watch the recording:

About The Workshop

  • Investors
  • Business Owners
  • Individuals looking for wealth management.
  • Individuals that are soon to retire.
  • Tax Planning
  • Retirement Planning
  • Estate Planning

Speakers

End-of-Year Financial Strategies Workshop | Andres

Andres Garcia-Amaya CFA - CEO & Founder of Zoe

Prior to founding Zoe, Andres was an Executive Director at JP Morgan Asset Management (JPAM) where he helped oversee $300bln in Assets.
He is a CFA charter holder and obtained an MBA from the Wharton School at the University of Pennsylvania, where he received both the Joseph Wharton Fellowship for outstanding record of academic achievement, and the Toigo Foundation Fellowship.

End-of-Year Financial Strategies Workshop | Melissa

Melissa Gerckens, CFP® - Zoe Certified Advisor

As a Wealth Advisor, Mel partners with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Mel strives to help her clients meet their personal financial goals by analyzing their financial pictures and preparing analyses and recommendations. Previously, Mel worked as a Financial Planning Associate at an independent wealth management firm. Mel is a CERTIFIED FINANCIAL PLANNER™ with over 10 years of experience in the industry and specializes in family planning.

End-of-Year Financial Strategies Workshop | Marcus

Marcus N. Magyar, CFP® - Zoe Certified Advisor

Marcus is a vice president at CAPTRUST and a financial advisor with 10 years of experience. He concentrates on advising senior corporate executives, high-net-worth individuals, and successful entrepreneurs.
He is devoted to helping corporate executives and business owners grow and preserve their wealth. Foundational to this mission is helping executives make sense of their financial life through sound financial and investment planning strategies – allowing them to focus on their business initiatives and family.

About Zoe

Zoe is a wealth platform that connects you the right trustworthy, credentialed, and experienced wealth advisor for your needs. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s vetting process meticulously curates fiduciaries, financial advisors, and financial planners. 

Nerdwallet | Zoe Financial | Find an Advisor

Best Online Financial Advisor 2022

SoftBank | Zoe Financial | Find an advisor

Series A Led by Softbank

Fast Company | Zoe Financial | Find an Advisor

Most Innovative Companies 2022

2,700 | Zoe Financial | Find an Advisor

Zoe Certified
Advisors

2B | Zoe Financial | Find an Advisor

Assets Under Administration (AUA)

About Zoe

Zoe is a wealth platform that connects you the right trustworthy, credentialed, and experienced wealth advisor for your needs. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s vetting process meticulously curates fiduciaries, financial advisors, and financial planners. 

Nerdwallet | Zoe Financial | Find an Advisor

Best Online Financial Advisor 2022

SoftBank | Zoe Financial | Find an advisor

Series A Led by Softbank

Fast Company | Zoe Financial | Find an Advisor

Most Innovative Companies 2022

2,700 | Zoe Financial | Find an Advisor

Zoe Certified Advisors

2B | Zoe Financial | Find an Advisor

Assets Under Administration (AUA)

Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.

Register Now!