Wednesday, April 12, 2023 from 5:45 PM to 7:30 PM EDT
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Pervez Khalid 
ASCM New Haven Chapter 

Leveraging yourself for Financial Success Now and for Years to Come 

 Please Join ASCM New Haven & ASQ-New Haven, Southern Ct Sections on Apr 12, 2023 on a Financial Topic presented by Joe Yocavitch 

 You will learn:

  • Tax planning strategies that have the opportunity to be maximized between now and 2025.
  • Strategies you can put in place to make sure that your money last longer.
  • Roth IRA tool, how to use it and why it is such a critical component on your retirement plan.
  • How to create a tax free income, maximize the lifespan of your money, avoid potential tax time bomb at 72.
  • Common mistakes people make.

Speaker Biography:

Joe Yocavitch is the President and founder of JML Financial Group with more than 33 years of experience in the financial services industry. Over the course of his career, he has dedicated his focus to furnishing a wide range of services and products. Working with high-net-worth individuals, professionals, business owners, and retirees, he focuses on tax reduction*, estate planning, business insurance, and investment strategies. Through his efforts and a reputation for outstanding service, he has built a solid client base and grown his business through referrals from clients.

Joe believes that commitment to excellence is a habit, not an act. He only recommends strategies that he himself would use. He also conducts seminars on various topics and is frequently invited to speak to groups on estate planning concepts. As a John Maxwell certified trainer, coach and team member, I offer workshops, seminars, keynote speaking, and coaching to aid in personal and professional growth to individuals, organizations and companies worldwide. My facilitated groups offer a combination of masterminding, peer brainstorming, education, accountability and support in a group setting to sharpen your business and personal skills. By bringing fresh ideas and a different perspective, my masterminds can help you achieve success.

Joe is a registered representative with Brokers International Financial Services, LLC and is a graduate of the Life Underwriting Training Council. He holds a Bachelor of Arts in Business and Managerial Economics from the University of North Carolina at Chapel Hill.

Outside of the office, Joe enjoys golf, wine making, fitness and spending time with his family.He and his son Michael, also have a podcast that teaches financial literacy called “The Heart Of Your Money”, Joe originally started his career playing professional football with the Kansas City Chiefs and always had a passion for finance so he transitioned form a Linebacker to an Advisor.

Joe has a proven track record of insuring that his clients are able to enjoy their lifestyle beyond the workplace and int their retirement years and his safe money strategies have save our clients from loosing during this and past financial collapse.

Joe is the voice of financial clarify in unsettling times by serving our clients and community as a coach to those entering the critical retirement phase of their financial lives. Joe is a key presenter for SOFA (Society Of Financial Advisors) Joe is also a mentor and coach with the John Maxwell Organization and coaches other Advisors across the country.

Virtual PDM Schedule (Eastern Time):

     • 5:45 – 6:00 PM: Virtual networking
     • 6:00 – 6:15 PM: ASCM/APICS – quick business notes
     • 6:15 – 7:15 PM: Speaker Presentation
     • 7:15 – 7:30 PM: Q & A



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