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Episode 259 with Scott Lask, Chief Investment Officer at Scott Lask Wealth Management Group LLC

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Manage episode 379933025 series 2878552
Content provided by National Master Evan Rabin, CEO of Premier Chess, National Master Evan Rabin, and CEO of Premier Chess. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by National Master Evan Rabin, CEO of Premier Chess, National Master Evan Rabin, and CEO of Premier Chess or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In Episode 259, I converse with Scott Lask, Founder of Scott Lask Wealth Management Group LLC. Scott began working in financial services as a financial consultant in 1983 at Shearson American Express. Prior to starting the Scott Lask Wealth Management Group in 2004, Scott was a financial advisor for several different companies. Scott is a member of The Hudson Valley Estate Planning Council.

He holds certification from the Dorsey Wright & Associates Broker Institute and Advanced Broker Institute for successful completion of training in advanced point and figure methodology. Scott’s specialties are Risk Management, Retirement Income Solutions, Portfolio Construction, Family Wealth Advisory services, setting client goals. He is a frequent speaker for groups and organizations and continuing education seminars.
We speak about In This Together Roundtable, the weekly networking group where we met, financial setbacks, classic rock, jamming with our 9th Podcast Guest Mike Papapavlou, CEO of Guitar Guide Guru, mitigating risk in chess and finance, his new book Let Wall Street Work for You, personal finance tips for milennials and more.

  continue reading

275 episodes

Artwork
iconShare
 
Manage episode 379933025 series 2878552
Content provided by National Master Evan Rabin, CEO of Premier Chess, National Master Evan Rabin, and CEO of Premier Chess. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by National Master Evan Rabin, CEO of Premier Chess, National Master Evan Rabin, and CEO of Premier Chess or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In Episode 259, I converse with Scott Lask, Founder of Scott Lask Wealth Management Group LLC. Scott began working in financial services as a financial consultant in 1983 at Shearson American Express. Prior to starting the Scott Lask Wealth Management Group in 2004, Scott was a financial advisor for several different companies. Scott is a member of The Hudson Valley Estate Planning Council.

He holds certification from the Dorsey Wright & Associates Broker Institute and Advanced Broker Institute for successful completion of training in advanced point and figure methodology. Scott’s specialties are Risk Management, Retirement Income Solutions, Portfolio Construction, Family Wealth Advisory services, setting client goals. He is a frequent speaker for groups and organizations and continuing education seminars.
We speak about In This Together Roundtable, the weekly networking group where we met, financial setbacks, classic rock, jamming with our 9th Podcast Guest Mike Papapavlou, CEO of Guitar Guide Guru, mitigating risk in chess and finance, his new book Let Wall Street Work for You, personal finance tips for milennials and more.

  continue reading

275 episodes

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