Money Matters: ETFs and Mutual Funds

While mutual funds and ETFs share similar traits, there are differences between the two that investors must consider to ensure they make the appropriate investment decisions.   Presented by Jeffrey Ewing and Wen Jie (Jackie) Lin.

Jeff has been with Brewster Financial Planning LLC as a financial planner for more than three years. He completed the CFP program at the College for Financial Planning and became a Certified Financial Planner Practitioner in 2001. Prior to coming to Brewster Financial Planning he worked as an urban planner and specialist in affordable housing finance for more than twenty five years.

Jackie Lin has been with Brewster Financial Planning LLC since 2008. After obtaining her Certified Financial Planner™ certification in 2009 and her Enroll Agent license in 2012, Jackie has gained extensive experience in financial planning and investment management. In addition to her financial planning responsibilities, Jackie oversees the operation of the firm and trains new financial advisors.

Seating is on a first come, first seated basis.

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