Financial Planning Seminar
| Date/Time: | 5/20/2009 - Registration 11:30AM, Lunch and Seminar Noon -2:00pm | | Location: | Jack's Oyster House - Albany, NY | | Topic: | Financial Planning Seminar | | Format: | Seminar/Luncheon | | Speaker(s): | Alex Y Jefferson, Halliday Financial Group | | Objectives: | To understand the importance of diversifying your retirement portfolio and college savings program. | | CPE's: | 1 Credit Hour | | Cost: | $15 per attendee. | | Prerequisites: | None | | Advanced Prep: | None | | Field of Study: | Specialized Knowledge | | NYS License No.: | | Event Details: Click Here to Download the Event Flyer
Click Here to Download the Event Description
Are you planning properly for your financial future? When the time arrives for your children to go off to college or when those golden retirement years finally arrive will you be ready?
Join us for an evening of financial discussion with financial planning expert Alex Y. Jefferson of Halliday Financial Group for an evening seminar as he discusses the importance of diversifying your retirement portfolio and college savings programs. He will discuss how your retirement style may be impacted by your overall financial health and will discuss retirement planning options, current market conditions, college planning options, and the importance of recreating a plan now.
A graduate of Guilderland High School and Siena College, Alex has been working in the financial planning arena since 1991. He is currently with the Halliday Financial Group, a regional firm with offices in Long Island, Cooperstown, and Albany, which manages over two billion dollars in investments. They believe that to achieve financial independence one must begin with a flexible financial plan. His practice is focused on investment planning for small businesses, college savings and retirement.
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Updated by: GeeMan on 5/7/2009 7:48:18 PM
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