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Financial Information, Money Matters: Brokers, Financial Planners, or Investment Advisors: How To Pick One


Understand the differences among the financial professionals, including how they charge, and when you need one.

Erika Safran, CFP is  president of  Safran Wealth Advisors, a fee only firm committed to providing expert personal financial planning and  wealth management to clients.  The goal of the firm is to help clients meet their life financial goals by delivering expert, unbiased advice and management, and  placing clients’ interests first.  In addition to serving clients, Erika is an advocate of financial literacy and a regular speaker on financial planning topics ,especially at SIBL.

Presented by Financial Planning Association of NY.

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