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Financial Information, Money Matters: Optimizing Your IRA & 401(k)


Deepen your understanding of the ways to maximize your retirement plans; including maximum contribution levels for each type of plan, as well as optimal asset allocation for different time horizons.

William Wu is a CERTIFIED FINANCIAL PLANNER™ professional at Kramer Financial Group.  William is passionate about financial literacy and the benefits that proper financial education can bring.         

Sponsored by the Financial Planning Association of New York.


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