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Money Matters: What Makes a Good Financial Plan?
True financial planning is a multi-step process, not products to buy. Learn how to identify and prioritize financial and personal goals…and how to achieve them.
DAWN BROWN, CFP®: is a Senior Financial Advisor at Altfest and has been helping clients with their retirement planning and other financial planning questions since joining the firm in 2002. She brings to her work a deep understanding of IRAs and qualified retirement plans, as well as college planning. Dawn sits on the firm’s Financial Planning Committee, which develops timely financial planning strategies to help clients.
Presented by the Financial Planning Association of New York.
Seating is on a first come, first seated basas.