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Financial Information, Money Matters: Creating a Diversified Portfolio


Today’s low rates and anticipated interest rate increases can create havoc in a portfolio, as bonds as an asset class  now carry greater risk. Erika Safran, CFP will discuss how different asset classes react, and share investment strategies for a prolonged rising rate environment.

Erika Safran, CFP® is founder of Safran Wealth Advisors.  She is an adjunct faculty member in the CFP program at Baruch College, and a board member of the NY Chapter of the Financial Planning Association and member of the Financial Women's Association.

Part of Financial Empowerment Day at SIBL!


Seating is on a first come, first seated basis unless otherwise noted.



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