Michael Wagner and Alexandra Quitko to Speak at Greater Miami Jewish Federation Event

We are pleased to announce that Omnia Family Wealth Co-Founder and Chief Operating Officer Michael Wagner and Wealth Advisor Alexandra Quitko will be featured speakers during the Greater Miami Jewish Federation’s “#Adulting: Learning How to Plan and Invest for Your Future” live virtual discussion on Wednesday, January 13 at 7:30 p.m. EST.

During this event, which is sponsored by The Network and Base Miami, Wagner moderated a discussion with financial experts, including Quitko, about investing and financial planning for people in their 20’s and 30’s. Some of the specific topics that will be discussed include:

  • How to get started organizing your financial life
  • Investing and financial planning strategies
  • Basic estate, insurance and retirement planning tips

There will also be a question-and-answer session where Quitko, along with other expert panelists, will address common questions among new investors, such as:

  • What is the difference between a traditional and Roth IRA?
  • What about a 401(k)?
  • Should I save first or invest first?
  • Do I need life insurance?

For more information about this event, please contact us. We can be reached via email or phone at (305) 602-9080.

Have Questions for An Advisor?

This field is for validation purposes and should be left unchanged.

RELATED ARTICLES

Michael Wagner Discusses “Safer” Investment Strategies with Yahoo! Finance

Michael Wagner Discusses “Safer” Investment Strategies with Yahoo! Finance

Read More
Michael Wagner on CBS12 Sunday Morning News live

Michael Wagner on CBS12 Sunday Morning News live

Read More
Michael Wagner Shares Insights into the Labor Market and Consumer Spending With The National Desk

Michael Wagner Shares Insights into the Labor Market and Consumer Spending With The National Desk

Read More
Michael Wagner on the Evolution of Operations Management at Omnia on The COO Roundtable Podcast

Michael Wagner on the Evolution of Operations Management at Omnia on The COO Roundtable Podcast

Read More
Michael Wagner Talks Treasury Bonds in Investor’s Business Daily

Michael Wagner Talks Treasury Bonds in Investor’s Business Daily

Read More
Michael Wagner Comments on the Federal Reserve Interest Rate Hikes in The National Desk

Michael Wagner Comments on the Federal Reserve Interest Rate Hikes in The National Desk

Read More
Omnia Family Wealth Recognized In Financial Advisor Magazine’s 2022 RIA Ranking

Omnia Family Wealth Recognized In Financial Advisor Magazine’s 2022 RIA Ranking

Read More
Michael Wagner Comments on Short-term Treasury Market in Bloomberg

Michael Wagner Comments on Short-term Treasury Market in Bloomberg

Read More
Michael Wagner On the Importance of Flexibility in Attracting Young Advisors in Barron’s

Michael Wagner On the Importance of Flexibility in Attracting Young Advisors in Barron’s

Read More
©2023 Omnia Family Wealth, All Rights Reserved.