- Events and Workshops
Financial Wellbeing for Latino Families
The live, bilingual radio show Juntos Podemos/Together We Can on La Voz Radio CT via WNHH 103.5 FM hosts a discussion on how Latinos and their family can build a solid financial footing.
Date
Sep 13, 2021
Time
3:-00 p.m. - 4:00 p.m.
Location
Juntos Podemos/Together We Can on La Voz Radio CT, WNHH 103.5 FM
Topic
Presenter(s)
Alex Ramos
You have worked hard to acquire assets and create a life for your loved ones – it is only logical to protect those assets.
Learn about easy steps you can take to feel more confident about the future, knowing your loved ones will be taken care of and that the legacy you leave behind is the one you want.
Presenter Alex Ramos is a Senior Wealth Director for BNY Mellon Wealth Management. In this role, he provides comprehensive guidance to clients and is responsible for addressing their unique investment and wealth management needs. Alex focuses on newbusiness development, implementing investment solutions for ultra-high net worth clients, and implementation of advisory investment solutions for portfolios of family offices with cross border considerations.