Experience

TWG Wealth Planning
• United States
• Financial Services
• 1 - 100 Employee
• Financial Advisor

  • Oct 2020 - Present


J Kahn & Associates LLC.

• United States
• Public Relations and Communications Services

• Owner

  • 2002 - Present

  • Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. • Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals. • Risk management - Reviewing existing investments and insurance policies. Recommending policy changes when appropriate. Finding the most appropriate policy for your situation.



Long Term Preferred Care

• United States
• Insurance

• Area Manager

  • 1996 - 1999

  Managed Chicago Area sales force for LTPC out of Nashville. A division of Cendant Corp Managed Chicago Area sales force for LTPC out of Nashville. A division of Cendant Corp


Minnesota Life
• United States
• Financial Planner

  • 1990 - 1995


CBOE

• United States
• Financial Services
• 1 - 100 Employee

• Market Maker

  • 1975 - 1989

  Bought and Sold put and call options and hedged with equity positions for my own account and risk to facilitate public orders on the trading floor of the exchange. Bought and Sold put and call options and hedged with equity positions for my own account and risk to facilitate public orders on the trading floor of the exchange.