SOUTH WEST COMMUNITIES CHAMBER FINANCIAL WELLNESS SERIES

Discovering the Entrepreneurial Equation with Matt Lichtenstein of Edward Jones

In this second webinar of the South West Communities Chamber Financial Wellness Series Matt Lichtenstein of Edward Jones will help business owners like yourself to grow your business, grow personal wealth and protect your business in the future. Both members and non-members can join us for this FREE webinar on July 16th, 2020 at 10 a.m..

1. Business building- Time management/attracting retaining employees,

2. Creating value outside your business (retirement plans)

3. Protecting your business (succession plans, key person insurance, buy sell, life insurance retirement plans)

About Matt Lichtenstein:

I’ve played for a lot of teams throughout my athletic career. I came to Edward Jones to help coach yours. Born and raised in Pittsburgh from a family of small business owners and college athletes, I built our Edward Jones practice to serve the financial needs of hard working families and local entrepreneurs like those who raised me. Our practice is our “extended family”, and there’s no end to how hard we work for those we care about. As an student-athlete, I was never the tallest, fastest, smartest, or strongest player on the field or in the classroom, but I knew how to outwork everyone. I earned a Bachelor’s degree and an Ivy League Football Championship at Princeton University; a Juris Doctor from Tulane Law School; and an Attorney’s license from the State of Pennsylvania after passing the PA Bar Exam. I began my professional career as an associate for the Bankruptcy & Creditor’s Rights group of a downtown Pittsburgh law firm. While representing large corporate debtors, small business creditors and consumer debtors, I learned how to restructure and remediate both corporate and personal finances. I chose Edward Jones to expand upon my passion for helping others, to use their wealth of resources to provide that same level of professional service and ethical responsibility to our clients, and to use Edward Jones’ established process to achieve our clients’ financial goals. Throughout the year you can find me participating in community festivals, volunteering for the Allegheny County Bar Association, lifting weights at the local gym, bowling, golfing and spending time with our growing family. I currently reside in Green Tree, PA with my wife, Riley, a senior procurement analyst and Miami University graduate, our son Landon and our dog “Bourbon”.