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Consumer education series on personal finance issues

E-mail|Link Posted by Andrew Chan July 9, 2009 09:30 PM

The National Association of Personal Financial Advisors (NAPFA), a professional association of fee-only financial advisors and advocate for consumer protection in the financial industry is launching a series of free webinars designed to help educate consumers about various personal finance topics and issues.

The series will begin on August 7, 2009 and will run each month for an entire year. Consumers will be able to register to attend the live session online or listen to the recorded session at a later time. Each session will last for 1 hour and start at 1pm Eastern time.

The dates and topics will include:

August 7, 2009 - Money 101: Knowing the Basics

September 4, 2009 - Kids & Money

October 2, 2009 - What is Financial Planning?

November 6, 2009 - Protecting What You Have

December 4, 2009 - Investments: The Basics

January 8, 2010 - Investments: Advanced Concepts

February 5, 2010 - Managing Your 401(k)

March 5, 2010 - Leaving a Legacy

April 2, 2010 - Women and Money

May 6, 2010 - Financial Planning and Small Business Owners

June 4, 2010 - Your Retirement

July 1, 2010 - Financial Windfalls

If you have any interest in learning more about these specific topics, I encourage you to register and attend. With the economy down, you certainly can’t beat the price.

To register for the 2009 sessions or to learn more about NAPFA and these sessions, go to http://www.napfa.org/consumer/ConsumerWebinarSeries.asp.

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Local finance professionals share insights and advice on issues such as budgeting, managing debt, and retirement planning.

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About the contributors

Jill Boynton is co-founder of Cornerstone Financial Planning in Newington, N.H. Along with traditional financial planning services, Boynton provides analysis specifically for divorce.

Andrew Chan is the founder of Integrative Financial Advisors in Framingham. He provides comprehensive financial planning advice and investment management services. He has been an adviser for over 12 years and works with clients to integrate all aspects of their finances including investments, retirement, education funding, and tax planning.

Cheryl Costa is a managing director at AFW Wealth Advisors, which has offices in Natick and Purchase, N.Y. She advises clients on investing, education funding, and estate planning. She holds a master’s in business administration from Boston University.

Jamie Downey has been an accountant for more than 14 years. He's a partner at Downey & Co. in Braintree. Prior to joining the firm, he served as a manager in the audit department of accounting firm KPMG.