WTF! (What the Financial!)– A Financial Empowerment Roadmap

#SchnepsMedia

WTF! (What The Financial!)
A Financial Empowerment Roadmap

Presenting Sponsor AARP New York

Date and Time:

Saturday, September 28, 2024
9:30 AM – 3:30 PM

Location:

365 Fifth Avenue, New York, NY

Keynote Speaker:

Diane Harris
- Personal Finance Expert
- TIME Magazine Contributor
- Former Editor-in-Chief of Money Magazine

Breakout Sessions:

Are You Retirement Ready?
Trusts, Wills & Estates Simplified
Medicare Made Easy
Tax Talk
Helping Master Social Security
Smart Saving & Investing
Protecting Yourself Against Scams & Fraud
…and more!

Special Features:

15-Minute One-on-One Financial Planning Sessions with Licensed Professionals*
- Courtesy of the Financial Planning Association of Metro New York
- Limited space available, register early

Additional Information:

Free Breakfast & Lunch for All Who Pre-Register
Free Information from Exhibitors
Raffle Prizes and More!
Accessible to all via mass transit
FREE Admission

Sponsors:

AARP New York
Financial Planning Association of Metro New York
U.S. Social Security Administration
Graduate Center, CUNY
CMS (Center for Medicare and Medicaid Services)
Connors & Sullivan, Attorneys at Law, PLLC
MCU (Municipal Credit Union)

Speakers

Michael Gerty

Municipal Credit Union (MCU)

James Lee, CFP®, CRPC®, AIF®

Lee Investment Management

President

Healthcare Heroes

On behalf of Kim Kranz we would like to thank you for the opportunity to receive that great award representing all the Health Care Heroes at Catholic Home Care & Good Shepherd Hospice.

Kim Kranz

President
Catholic Home Care & Good Shepherd Hospice

Vice President, Business Relationship Manager

Power Women of NY

I love the idea that the journal will have all the honorees in Metro New York area that will help us make a lot more connections because I go wherever the business takes me!!! Thank you for your ongoing support, I love your passion to see us ladies shine and grow. You and Vicki are amazing and I’m excited about the event on Monday!! I look forward to seeing you guys on Monday. You need to be honored for all the work you put in, when do you sleep? Lol I love and appreciate you!!!

Debbie Hootam

Vice President, Business Relationship Manager
Apple Bank

Principle

Power Women of NY

Thank You so much for this wonderful “Vickie” award. My husband and I truly enjoyed our time at the event and appreciated the opportunity to meet so many powerful women. This acknowledgement really meant a lot to me and has inspired to keep moving forward with helping minority women businesses get their fair share, so that one they can be recognized for their accomplishments. As discussed, I will be in touch very soon to talk about we may work together to help minority businesses succeed.

Tunisha W. Walker-Miller

Principle
Capalino

Mortgage Loan Officer

Power Women

I cannot thank you enough for including me in the Power Woman event. Every day when I walk into my office I see my award and it makes me so happy. My co-workers call it my Grammy LOL!!! I am so proud to have been a part of this and so thankful to you and your staff who worked the event. Everything was perfect, the food, the goodie bag, the location, the energy, you name it.

Lauren E. Cornea

Mortgage Loan Officer
Family First Funding LLC

Executive Director

Power Women of Long Island

What a lovely afternoon and event. I was honored to be surrounded by so many accomplished women. It was such a positive experience. The ceremony was professional, meaningful and fun and the lunch was perfect. It was a great networking event with an intimate group of individuals.

Loretta K. Davis

Executive Director
The Retreat