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Financial Information, Money Matters: Mutual Funds & ETFs
Close to 10,000 mutual funds and exchange-traded funds compete for investors’ attention, and a lot of confusion often results. In the course of this workshop we will help you narrow down the choices, avoid the hype and understand how mutual funds and ETFs are similar and what the important differences are; what kinds of investments funds can make; costs of fund investing; actively managed vs. indexing philosophies. You’ll come away with a better sense of the investing landscape and deeper understanding of what is important and what isn’t.
Eugene Skorodinsky has a teaching and engineering background and became a Certified Financial Planner in 2009. In 2011, he joined Gerstein Fisher, an independent investment advisory firm headquartered in New York City where he is a member of the Client Service Group. In addition to his work as an advisor and financial planner, Eugene often speaks to various audiences about personal finance. As an immigrant from Ukraine, he brings an international perspective to financial planning. Eugene has a passion for the study of behavioral finance and feels his life goal is to help clients sift through complicated financial choices.
Presented by the Financial Planning Association of New York.
Seating is on a first come, first seated basis unless otherwise noted.
Part of Financial Planning Day @ SIBL!