NEW YORK, September 11, 2012 – The New York University School of Continuing and Professional Studies (NYU-SCPS) Division of Programs in Business (scps.nyu.edu/finance), in conjunction with the Financial Planning Association of New York, will host the 10th Annual Financial Fitness Workshop to kick off this year’s National Financial Planning Week in New York. The workshop will take place on Saturday, September 29, from 8:00 a.m. to 5:30 p.m. at NYU School of Law, Vanderbilt Hall, 40 Washington Square South.
In addition to insights and personal financial strategies from certified financial planners and attorneys, the workshop will feature a keynote address by Nick Murray, author of Simple Wealth, Inevitable Wealth, who will explain how “Everything You Think You Know About Risk Is Wrong.” The morning speaker, Joseph W. Jordan, author of Living a Life of Significance, will address “Dealing with Change.”
The one-day event will provide attendees with the insight to make informed financial decisions and the know-how to be financially successful. Four sets of sessions on topics for those with varying levels of expertise will be provided throughout the day. Topics include:
- Step by Step Guide To Creating a Financial Plan
- Constructing Your Investment Portfolio
- How To Save More, Spend Less…And Still Live Well
- Retirement Primer: 401(k), IRA, Roth, 403(b)
- Mutual Funds and ETFs: Need To Know Basics
- Keeping Safe: Credit Scores and Repair, and Identity Theft
- Wills, Healthcare Proxies, and Trusts: Who Needs What
- Maximizing Social Security Benefits
The workshop is open to the public. Tickets are $40, $30 for NYU students, faculty, and staff with ID. Breakfast and lunch are provided. The net proceeds of the event will be donated to Project Renewal, a local charity serving the homeless. Space is limited and reservations are required. For more detailed information and to register, visit: www.fpany.org.
