In this course we will explore a real comprehensive financial plan. We will give examples of how financially planning is used during times of volatility. In particular, we are going to look at market fluctuations caused by current events such as Brexit, China Trade worries, and the 2020 US Presidential election. This will allow people to see and predict different outcomes as the market moves around us.


Dan Zagata

Dan is the Managing Director of Evershore Financial Group, an independent comprehensive financial services firm. Dan brings 15 years of experience working with professionals, businesses, and non-profits to help them realize their financial potential and goals. Dan earned a BA in Economics from Bentley University, Boston, and earned his DBA in Finance from the International School of Management, Paris, France. He also holds a graduate certificate of Financial Planning from University of Miami. In addition, he has earned the Certified Financial Planner and Chartered Financial Consultant designations from the American College and is a Chartered Life Underwriter.