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Financial Planning Day @ SIBL


Newspaper stock listings page with mug of green tea and reading glassesFriday October 20, 2017


Science, Industry and Business Library
188 Madison Avenue at 34th Street

Meet with the Counselors  10:30 AM- 5 PM

30-minute private sessions brought to you by:

  • The  Community Service Society of NY
  • The Financial Planning Association of NY
  • The Health Insurance Information Counseling and Assistance Program

(Appointments are on a first come, first served basis)

Hear from the Experts @ 10:30AM

  • The Basics of Investing                                                                                    Classroom  018
  • Medicare 2017                                                                                                     Classroom  1
  • A Crash Course in Interviewing                                                                 Classroom  3

Explore the Library’s Resources @ 12 Noon  

 Database Demonstrations:  Bloomberg  , Morningstar, and Career Cruising

Hear from the Experts @ 12:30PM

  • Investing Considerations You May Not Have Considered        Classroom 018
  • Preparing Financial Information for Your Business Plan           Classroom  1 
  • Owning a Home                                                                                                   Classroom  3 

Explore the Library’s Resources @ 2PM

 Database Demonstrations: Bloomberg, Mergent, and  Value Line.   

Hear from the Experts  @ 2:30PM

  • Your Retirement Portfolio and the Fiduciary Rule                        Classroom 018
  • Understanding Your Financial Statements                                        Classroom 1
  • Health Savings Accounts: Stealth IRAs                                                Classroom 3

Hear from the Experts @  4PM

  • Wills and Advance Directives                                                                  Classroom 018
  • An Overview of the Global Economy and Markets                     Classroom 1
  • Savings Fitness: A Guide to Your Financial Future                     Classroom 3

Browse the Financial Fair

  • Consumer Financial Protection Bureau
  • U.S. Department of Labor
  • Federal Deposit Insurance Corporation
  • Financial Industry Regulatory Authority
  • Financial Planning Association of NY
  • Medicare (HIICAP)
  • New York City Housing, Preservation and Development
  • NY Public Library, Job Search Center
  • New York State Society of Certified Public Accountants
  • Office of Citywide Health Insurance Access
  • Office of New York State Attorney General
  • Office of the State Comptroller
  • Securities and Exchange Commission
  • Social Security Administration
  • U.S. Small Business Administration
  • Workshop in Business Opportunities