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Financial Planning Day @ SIBL

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Friday, September 23, 2016

10 AM - 5 PM

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

FPD 2016

10:30 AM–5 PM Counseling

  • Free Financial Counseling
    Certified Financial Planners offer 30-minute private sessions. Brought to you by the Financial Planning Association of New York.
  • Free Credit Crisis Counseling
    30 minute private sessions brought to you by the Financial Coaching Corp, Community Service Society of New York.
  • Free Medicare Counseling
    30 minute private sessions brought to you by Health Insurance Information Counseling and Assistance Program (HIICAP) New York City Department for the Aging.

10:30 AM Classes

Investing Basics
Medicare 2016
The Perfect Resume

12:00 PM Database Demonstrations

  • Bloomberg
  • Morningstar Library Edition
  • Career Cruising

12:30 PM Classes

Tax Planning for Retirement  
Accessing Capital for Your Small Business
Health Insurance Options

2:00 PM Database Demonstrations

  • Bloomberg
  • Mergent Online
  • Valueline

2:30 PM Classes

Wills and Advance Directives
Understanding Annuities
Financial Statement Analysis

4:00 PM Classes

How to Structure Your Investment Portfolio
Financing a College Education
Retirement and Long Term Care Insurance

Financial Fair Participants

City Bar Justice Center
Community Service Society
Consumer Financial Protection Bureau
Financial Industry Regulatory Authority
Financial Planning Association of NY
Medicare
New York City Housing Preservation & Development
NYC Office of Financial Empowerment
NYPL Job Search Central
Office of Citywide Health Insurance Access
Office of New York State Attorney General
Office of the State Comptroller
Qualitas of Life
Securities & Exchange Commission
Social Security Administration
US Small Business Administration

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