Dear Neighbor,


Next Tuesday, August 6th, at 10am, I will be hosting the next session of my Virtual Older Adult Roundtable Series. It will cover the topic of managing assets and investments in your later years. I hope you can join me to hear this important information from investment experts.


See below for more information and registration details.



Best,

 

Liz Krueger

State Senator

Senator Liz Krueger's

Virtual Older Adult Roundtable Series

NYS Master Plan on Aging (MPA)


Session III - Promoting Your Financial Security: The Power of Investing in Stocks and Bonds, and Managing Risk 


Tuesday, August 6th, 10am - 11:30am


The average older person usually has a limited amount of money to invest to support their retirement income. How can you be sure to maximize your assets and manage your investment risks? Hear from professional financial planners who will share information about the various kinds of basic investments you can make as well as what you have a right to expect from your financial planner. 


Speakers:


Edward Hadad, CFP 

Board Member

Financial Planning Association of Metro New York

 

Erin Slocum, CFP 

President

Financial Planning Association of Metro New York


 

You will have the option of joining the event online through Zoom.


You will also have the option to view the event online through Facebook. Please note that you do not need a Facebook account or profile to view the event through Facebook.


Finally, you will have the option of calling in to access the audio-only portion of the event.


The event will be recorded, and will be available to view afterwards at krueger.nysenate.gov, along with any slides and links that were shared.

 

The event will feature a question and answer session with the presenters. If you have questions about the types of investments you should make in older age, how to manage your investment risk, or what to expect from your financial manager, please sign up for the Roundtable on August 6th. Attendees will be able to submit questions through Zoom and Facebook during the event but are *strongly* encouraged to submit them in advance.


A *confirmation* email will be sent you before the event.

Click Here to RSVP for the Tuesday, August 6th Virtual Roundtable

Below you will find the dates for the two (2) remaining MPA sessions. Mark your calendar for future Roundtable Sessions. We will send out separate RSVP forms for each subsequent session a few weeks before they are scheduled. 


Session IV

Thursday, September 12th from 10 am – 11:30 am

New Technology Designed for Older People 


Session V

Thursday, September 26th from 10 am – 11:30 am

Advocacy

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