Complimentary for Members

June 25, 2025

Live Webcast

NASBA 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
NASBA 1
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    Instructor

    Michael
    Strassmann

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    Mr. Michael Strassmann

    Bio
    Michael Strassmann, CFP® is a Senior Wealth Advisor at Seasons of Advice Wealth Management, LLC. Born in 1989, Michael has over 10 years of professional experience dedicated to advising clients on investments, estate planning, retirement planning and other financial matters. Michael has a Bachelors of Science degree from Drexel University and is currently enrolled for a Masters in Advanced Financial Planning at Golden Gate University. Michael is also a CERTIFIED FINANCIAL PLANNER™. Prior to joining Seasons of Advice Wealth Management, he was an Advanced Planner at First Republic Bank, as well as a Wealth Strategist at Lenox Wealth Advisors.
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    Instructor

    Christopher
    Conigliaro

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    Mr. Christopher Conigliaro

    Bio
    Chris, a 1993 Hofstra University graduate, has been in the financial services industry for more than 27 years. After stints at Merrill Lynch and Oppenheimer, the Seaford, Long Island, native joined Ameriprise, where he met Charles. In addition to co-authoring Financially SECURE Forever: The Seasons of Advice Solution with Charles, Chris continues leadership roles in both the wealth advisory and consulting practices. He lives in Bedford, N.Y., with his wife Victoria and their three children. Son Lucca and daughters Alexis and Riley keep him close to home, but he relishes family time and volunteers with the local youth sports leagues. He currently serves as president of girls’ softball for the Armonk Baseball League.
This session is designed to provide knowledge regarding financial planning priorities as they start their careers.

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

NASBA 1
1
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

Those involved with new or existing younger clients

Provider

Foundation for Accounting Education

This event has ended.