Financial Planning Day @ SIBL

Video: "Why You Need a Financial Plan"

FREE Financial Counseling
11:30-5 p.m.

Certified Financial Planners offer 30-minute private sessions
Brought to you by the Financial Planning Association of New York

FREE Credit Crisis Coaching
12:00 - 3:30

30 minute private sessions brought to you by
the Financial Coaching Corp, Community Service Society of New York.

Classes starting at 12:00 p.m.

• Consumer Credit: The Basics on Safeguarding Your Credit and Avoiding Scams
• Selecting A Financial Advisor
• 10 Tips to Save and Invest Wisely

Database Demonstrations at 1:30 p.m.

• Bloomberg
• Morningstar Library Edition
• Mergent Online

Classes starting at 2:00 p.m.

• Learn to Spot and Avoid Investment Fraud
• Financial Planning in a Period of Tax Uncertainty
• Taking the Mystery Out of Retirement Planning

Database Demonstrations at 3:30 p.m.

• Bloomberg
• Standard and Poor's Net Advantage
• ValueLine Research Center

Classes starting at 4:00 p.m.

• Mutual Funds and ETFs
• Planning for the Future: Wills and Advance Directives
• Homeownership, the NHS way