Sen. Krueger's 2024 Virtual Older Adult Roundtable Series, Session III - Financial Security

Sen. Krueger's 2024 Virtual Older Adult Roundtable Series, Session III - Promoting Your Financial Security: The Power of Investing in Stocks and Bonds, and Managing Risk

Tuesday, August 6th, 10am - 11:30am

The average older person usually has a limited amount of money to invest to support their retirement income. How can you be sure to maximize your assets and manage your investment risks? Hear from professional financial planners who will share information about the various kinds of basic investments you can make as well as what you have a right to expect from your financial planner.

Speakers:

Edward Hadad, CFP
Board Member 
Financial Planning Association of Metro New York

Erin Slocum, CFP 
President
Financial Planning Association of Metro New York 

Links: 

PowerPoint Slides: https://www.lizkrueger.com/wp-content/uploads/2024/08/PPT-Power-of-Investing-Managing-Risk-FINAL-2-8_6_24.pdf

Financial Planning Association of Metro New York: https://www.financialplanningassociation.org/chapter/fpa-metro-new-york

Find a CFP® Professional through FPA Planner Search: https://www.plannersearch.org/ 

Investing: https://www.investopedia.com/ 

Morningstar for Investment Ratings (A deeper analysis requires a paid subscription): https://www.morningstar.com/