Financial Information: What Makes a Good Financial Plan?
Peter Catenacci illustrates true financial planning, a multi-step process that starts with identifying, clarifying and prioritizing financial and personal goals.
Peter Catenacci, CFP®, Senior Financial Advisor Ameriprise Financial, with over 12 years experience in Financial Planning and Investment Management.
Sponsored by the Financial Planning Association of New York in celebration of Finanacial Planning Week.
Seating is limited and on a first come, first seated basis unless otherwise noted.