Complimentary for Members

June 25, 2025


Live Webcast


NYSED 1

Queens/Brooklyn Chapter: Investing for Young Adults Tech Session Webinar

This session is designed to provide knowledge regarding financial planning priorities as they start their careers.

June 25, 2025
Live Webcast
NYSED 1
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    Instructor

    Michael
    Strassmann

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  • View Bio

    Instructor

    Christopher
    Conigliaro

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Evaluate the role of emergency funds, retirement plans, and self-employed savings options.
  • Analyze liquidity needs, tax-efficient strategies, and diversified asset allocation.
  • Develop goal-based financial plans tailored to individual objectives.

Major Topics

  • Emergency fund/Retirement plans/Self employed plans
  • Liquidity/Cash flow needs/Tax efficiency/Asset Classes
  • Goal-Based Strategies

CPE Credits Available

NYSED 1
1
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Those involved with new or existing younger clients

Provider

Foundation for Accounting Education

This event has ended.