To be confident of achieving your retirement goals, it is important for you to know where you are in life and what steps need to be taken to build or maintain your retirement nest-egg. Since retirement has become for many of us the longest stage of our lives, understanding asset accumulation, asset growth and asset preservation is critical. Hear Erika Safran discuss how to build and retain retirement assets, even in difficult times.
About the speaker: Erika Safran, CFP® is founder of Safran Wealth Advisors, a fee only financial planning and wealth management firm registered with the SEC as a Registered Investment Advisor. With 20 years of experience. Ms. Safran is an adjunct faculty member in the Certified Financial Planners program at Baruch College and has lectured at the New School and The 92nd St. Y.
An advocate of financial literacy, she regularly presents financial planning seminars at nonprofit venues and is a regular speaker for AARP, the NY Business Library education series, and the Wi$e Up series for Women. As a volunteer in HSBC’s Financial Backpack program she educates high school and college students on financial concepts. She was honored to be a guest speaker at the 2002 Investment Expo.
Sponsored by the Financial Planning Association of New York.