About this session
This OpenRICE webinar will provide participants with forever steps to take now to move forward on the path to financial independence. We will be outlining actions one can take to be financially fit no matter what uncertainty the world presents. We will be discussing risk mitigation, tax location and control, debt management, and wealth building all in the context of becoming financially independent.
Joseph R. Birkofer, CFP®, principal and founder of Legacy Asset Management
Friday, Sept. 4, 2020
12:00 PM CT
Joseph R. Birkofer, CFP®
Presented By Joseph R. Birkofer, CFP®
Joseph R. Birkofer, CFP®, is the principal and founder of Legacy Asset Management in Houston. A consultant to individual and corporate clients for the evaluation of retirement plans, Mr. Birkofer also works with plan sponsors to improve communications, monitor investment performance and streamline administration. As a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor, he helps clients concentrate on financial planning and asset allocation. Prior to founding Legacy Asset Management, he served as a trust officer with Texas Commerce Bank.
An active member of the community, Mr. Birkofer serves on local boards including The Periwinkle Foundation and The Houston Society of Financial Service Professionals. He has been published in or provided commentary for the Houston Chronicle, the Houston Business Journal, Benefits & Compensation Solutions and local Houston radio and television shows.
Mr. Birkofer earned his bachelor’s degree in Foreign Service from Georgetown University and his M.B.A from The University of Texas at Austin. He has several securities licenses, including the NASD Series 7, 24, 27, 63 and 65, as well as various insurance licenses.