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You are here: Home / Expired / NYC FREE: Financial Planning Day at NYPL
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NYC FREE: Financial Planning Day at NYPL

POSTED BY
Evelyn Kanter

nyc freeNow that Tax Day is in your rear view mirror, it’s time to start planning how to save on your taxes for next year, make the most of your investments, and more.  Get FREE advice from experts at the annual Financial Planning Day at the NYPL.

The full day of workshops, lectures, seminars, and more is at the Science, Industry and Business Library in Midtown, 10 AM to 5 PM on Friday, April 28th.

SEE ALSO Shred Fest Free document shredding this week.

Learn what you need to know all there is to know from experts on financial planning, from investing to healthcare, and get familiar with the Library’s resources to help you plan wisely for your financial future.

The schedule follows.  Note that seating for worksops and lectures, and appointments for private counseling sessions,  are first come first served.

Meet with the Counselors  10:30 AM- 5 PM

30-minute private sessions brought to you by:

  • The  Community Service Society of NY
  • The Financial Planning Association of NY
  • The Health Insurance Information Counseling and Assistance Program

(Appointments are on a first come, first served basis)

Hear from the Experts – 10:30AM

  • The Basics of Investing                                                                    Classsroom  018
  • Medicare 2017                                                                                    Classroom  1
  • A Crash Course in Interviewing                                                      Classroom  3
Explore the Library’s Resources –  12 Noon  

Database Demonstrations:  Bloomberg  , Morningstar, and Career Cruising

Hear from the Experts – 12:30PM

  • Investing Considerations You May Not Have Considered        Classroom 018
  • Preparing Financial Information for Your Business Plan          Classroom  1
  • Owning a Home                                                                                  Classroom  3
Explore the Library’s Resources –  2PM

Database Demonstrations: Bloomberg, Mergent, and  Value Line.

Hear from the Experts – 2:30PM

  • Your Retirement Portfolio and the Fiduciary Rule                        Classroom 018
  • Understanding Your Financial Statements                                     Classroom 1
  • Health Savings Accounts: Stealth IRAs                                            Classroom 3
Hear from the Experts – 4PM

  • Wills and Advance Directives                                                         Classroom 018
  • An Overview of the Global Economy and Markets                     Classroom 1
  • Savings Fitness: A Guide to Your Financial Future                    Classroom 3
Browse the Financial Fair

  • Consumer Financial Protection Bureau
  • U.S. Department of Labor
  • Federal Deposit Insurance Corporation
  • Financial Industry Regulatory Authority
  • Financial Planning Association of NY
  • Medicare (HIICAP)
  • New York City Housing, Preservation and Development
  • NY Public Library, Job Search Center
  • New York State Society of Certified Public Accountants
  • Office of Citywide Health Insurance Access
  • Office of New York State Attorney General
  • Office of the State Comptroller
  • Securities and Exchange Commission
  • SIFMA
  • Social Security Administration
  • U.S. Small Business Administration
  • Workshop in Business Opportunities

If you have an event you’d like to see included on NYC ON THE CHEAP, let us know about it.  Email us at info@nyconthecheap.com.

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Posted by Evelyn Kanter on April 24, 2017 | Updated October 21, 2017 Filed Under: Expired · NYC Free Tagged With: Identity theft· NY Public Library

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Evelyn Kanter is a former consumer reporter for WABC-TV Eyewitness News and WCBS Radio Newsradio 88, the author of several NYC travel guidebooks and mobile apps, and zillions of newspaper and magazine articles, including for the NY Times, NY Post, NY Daily News and New York Magazine. Nobody  can match those NYC credentials.

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