Event to Kick-Off National Financial Planning Week in NYC; Free Student Session: 5 Things Every Student Needs to Know! @2pm

13th-annual-financial-fitness-workshop-at-nyu-sept-26

Event to Kick-Off National Financial Planning Week in NYC; Free Student Session: 5 Things Every Student Needs to Know! @2pm

The NYU School of Professional Studies Division of Programs in Business, in conjunction with the Financial Planning Association of New York, will host the 13th 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 26, from 8:00 a.m. to 5:30 p.m. at NYU’s School of Law, Vanderbilt Hall, 40 Washington Square South. Space is limited, and reservations are required. For more detailed information and to register, visit: www.fpany.org.

NYU Students may attend a FREE student session from 2:00 – 2:50 PM in Tishman Auditorium: 5 Things Every Student Needs to Know! led by Mark Sallinger, CFP®, director for Deutsche Bank Asset Wealth Management. No pre-registration is necessary. Please bring your NYU I.D. and arrive by 2pm. In this workshop, students will learn the keys to become financially literate and independent. This session will cover establishing the building blocks, such as goal setting and budgeting, necessary for providing a path to your financial future.

This year the workshop will feature two outstanding speakers – Jonathan Clements and Mirtha Kastapeli – in addition to insights and personal financial strategies from CERTIFIED FINANCIAL PLANNER™ professionals and attorneys in the classroom sessions.

Jonathan Clements is a personal-finance columnist for The Wall Street Journal and the author of the Jonathan Clements Money Guide 2015. Clements has written four other personal-finance books and a novel. In his opening talk, "How to Think About Money", Clements will discuss five crucial financial insights, including: how to use your money to buy more happiness; financial implications of our rising life expectancy; and one common characteristic shared by most of America's millionaires. There will be a book signing after the talk.

Mirtha Kastrapeli, vice president and senior research analyst at State Street Center for Applied Research, co-authored the most recent study “The Folklore of Finance; How Beliefs and Behaviors Sabotage Success in the Investment Management Industry.” She has presented the findings of this study at dozens of conferences and client events globally. In her talk, "How Beliefs & Behaviors Play Into Investment Success," Kastrapeli discusses the findings of this 18-month study that attempts to answer pressing questions such as what does true success for investors look like; what leads the majority of investors failing to achieve their long-term investment objectives; and how to recognize our own behavioral biases and refocus our attention to what is important for us to meet our financial goals.

The one-day event will provide attendees with the insight to make informed financial decisions and the know-how to be financially successful. Throughout the day, four sets of sessions plus two additional sessions offered in Spanish will be given on topics for those with varying levels of expertise.

Topics include:
• Step by Step Guide to Creating Financial Plans
• Broker, Adviser, Planner, Robo Advisors – Who does what?
• 401ks, 403bs – Optimizing Your Retirement at Work
• Constructing Your Investment Portfolio – Beginner and Advanced sessions
• Wills, Healthcare Proxies & Trusts
• Everything You Need to Know About IRAs, Roth and Conversions
• Stress-free Budgeting
• Mutual Funds & ETFs
• Everything You Need to Know About Social Security
• Why Credit Scores Are Important
• How to Incorporate Insurance in the Financial Planning Process
• Elder Care & Medicare/Medicaid Updates
• A Talk with the Tax Guy
• Slaying the Dragon: Credit Card, Student Loan & Medical Debt
• Investing for Income

The workshop is open to the public. Tickets are for $49; NYU students, faculty, and staff
with I.D. $39). 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.

Press Contacts

Christopher James
Christopher James
(212) 998-6876
Cheryl Feliciano
Cheryl Feliciano
(212) 998-6865