Learning

In addition to offering individual financial planning services, I am a seasoned presenter and workshop facilitator.

I teach monthly personal finance classes at Brooklyn Brainery and have been a featured speaker at the 92nd Street Y Money Matters series.  In addition, I head the speakers committee for the FPANY's 15th Annual Financial Fitness Workshop and will be presenting a session called Broker, Planner, Advisor Robo:  Who Does What?

I am frequently invited as a guest lecturer at public libraries, such as The Brooklyn Public Library, Science Industry Business Library (SIBL) and Montclair Public Library. 

Non-profits, corporations, small businesses, educational institutions and professional networking groups hire me to facilitate workshops for their employees, students and members. (Footsteps, Time Warner, Center for Active Design, NYU Public Interest Law Program, Industrious and The Offstage Group, among others.)   

In addition, I organize private workshops several times a year on topics such as investing, budgeting and retirement planning.

Contact me for more information about classes and workshops:


Upcoming Classes

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Saving for Junior's College Education
Sunday, September 17th – 11:00am
Brooklyn Brainery, 190 Underhill Avenue, Brooklyn

Financial Fitness Workshop
Saturday, October 14th – 8:00am to 5:30pm
NYU School of Law, Vanderbilt Hall
40 Washington Square South