Financial Education Series - The Stock Market
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Financial Education Series - The Stock Market

Two concurrent seminars regarding the stock market and investing, followed by 1:1 sessions with financial planners.

When: Tuesday, April 30
6 - 9:00 p.m.
Where: Gateway Center at Westchester Community College
75 Grasslands Rd
Valhalla, New York  10595
Contact: Michelle Schleibaum

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The fourth in our Financial Education Series, The Stock Market, will run two concurrent sessions to address your questions about the stock market and investing.

The first session, presented by Rochelle Odesser, CFP, Vice President for Madison Planning, will provide a guideline for participants who have not yet invested in the market and/or only recently began investing. Samples of topics to be addressed are how to start investing, what questions to ask your advisers, general investing strategies, etc. 

The second session, presented by Adam Kozak, CFP Founding Partner at KPL Financial Group LLC, will have a focus for those participants who are already invested. Adam will address current market valuations and what they tell us, general investing principals, life changes that may impact how you are investing, etc.

We ask that you indicate on the registration which session you will plan to attend so we can arrange for appropriate size meeting spaces, however if you find the session too basic or too advanced, you will have an opportunity to transition between speakers. 

Throughout the evening we will have representatives of our Financial Education Series planning committee and members of the Financial Planning Association of the Greater Hudson Valley available to meet 1:1 and speak to you directly about your own personal questions. Please also indicate on your registration if you would like to participate in a 1:1 session.


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