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Consumer education series on personal finance issues

Print Posted by Andrew Chan July 9, 2009 09:30 PM

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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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About the contributors

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 principal at Forteris Wealth Management which is an independent, fee-only firm with offices in Framingham and Purchase, NY. She advises clients on investing, education funding, taxes and retirement planning. She has a BS from Worcester Polytechnic Institute and an MBA from Boston University and she is a Certified Financial Planner.

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.