Jeff Kendall Zoller, CLU®

Financial Advisor

Community Involvement

Jeff Zoller is a member of the Empire State Forest Products Association (ESFPA), www.esfpa.org. As a member of the ESFPA, Jeff has taken an active role in promoting the health and management of New York’s forests and improving the business climate of the forest products industry.

In addition, Jeff Zoller is also a member of the New York State Motor Truck Association, www.nytrucks.org, where he helps their members with financial services as well as business success planning and employee benefits.

Jeff Zoller is actively involved in the Utica Rotary Club, Rescue Mission of Utica, St. Mary's Church Food Pantry, Ducks Unlimited, and regularly participates in the Ride for Missing Children.

                                                                                       


Steve Forbes and John Schlifske on
"The Power of a Game Plan”

Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor-in-chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. The three day tour saw over 2,500 attendees and included panel discussions in Boston, MA; Manchester, NH; Syracuse, NY; Grand Rapids, MI; Pittsburgh, PA; Memphis, TN; and Cincinnati, OH. In Syracuse, where there were over 450 in attendance, Steve and John shared their perspectives on the economy, the financial markets, and the importance of having a sound financial game plan in place regardless of market conditions. Key insights presented at the events were:
 
  • Getting to retirement is no longer the end goal - it is a new starting point. Schlifske and Forbes contend that today's economy coupled with increased life expectancy means there is an increased risk for individuals to deplete their assets too soon. A well-rounded plan is essential to help maintain financial security for life.
  • It is unlikely that individuals can solely invest their way to prosperity. Rather, Schlifske and Forbes believe in practicing proven financial principles, such as cutting spending, saving in addition to investing, and dollar-cost averaging for the long-term.
  • Regardless of what happens in Washington, D.C., there are plans that individuals and business owners can make now to ensure long-term security. Schlifske and Forbes encourage Americans to not let debate in Washington prohibit them from addressing their short- and long-term financial needs.
For more thoughts on these and other business topics, visit the Northwestern Mutual Special Feature on Forbes.com.
 
To view photos from this event, click here.
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck