New York Public Library Presents: Financial Planning Day

Focus on your future and your finances!
Think you've heard from the best?
-Hear from the Experts-Meet with the Counselors-Browse the Financial Fair-Explore the Library's Resourcess
Come to the Science, Industry, and Businesss New York Public Library to learn from Peter J. Creedon CFP, ChFC, CLU - CEO at Crystal Brook Advisors, a registered financial advisor.
Financial Counseling sessions
START TIME: 11am-1pm
Peter J. Creedon will be available for FREE 30-minute individual counseling sessions. He can help you understand and review your portfolio and assets allocations to advise you how to plan your retirement plan investments.
Panel Discussion: How to Develop a Diversified Portfolio
START TIME: 2:30-3:45
Peter J. Creedon, CEO at Crystal Brook AdvisorsChristine E. Goodrich, Senior Associate and Securities Attorney at Faruqi & Faruqi LLP
How to construct a properly diversified retirement portfolio appropriate to your risk tolerance, time horizon and assetallocation?What is the status of the Fiduciary Rule?How the implementation may affect your relationshipwith the firm that holds your retirement portfolio?
Join the experts and get your questions answered!

Fri Apr 28, 2017
11:00 AM - 3:45 PM EST
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New York Public Library @ 34th Street-Madison Ave
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Venue Address
188 Madison Ave, New York, New York United States
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