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Archive for the 'Retirement planning' Category

Athlete to speak at financial forum May 12

April
16

Motivational speaker and Paralympic athlete Ron Williams will speak at a free Financial Fitness Forum sponsored by Westchester County on Tuesday, May 12 from 5:30 to 9 p.m. at the County Center in White Plains.
The program will discuss how to manage personal finances and credit, save for college or retirement, deal with identity theft, and shop for mortgages. Williams will talk about overcoming challenges, setting goals and working toward them. He will make a connection between physical and financial fitness in terms of the discipline, skill and practice needed to achieve personal success.
The free program is part of a countywide financial education initiative that includes a money management Web site (www.westchestergov.com/managingmoney) and a “Dollar Sense” workshop series that will run throughout the year.
One workshop, aimed at seniors and retirees, will take place May 7 at the Neighborhood House in Tarrytown. It’s entitled, “Stretching Your Dollars: Managing Your Money Today.”
To sign up for the May 12 forum, register at www.westchestergov.com/financialforum or call (914) 995-2913.

Posted by Jerry Gleeson on Thursday, April 16th, 2009 at 5:31 pm |
| | Comments Off on Athlete to speak at financial forum May 12

New City native opens wealth advisory firm

May
16

Money manager Christopher Conover, a New City native, has opened Hudson Valley Wealth Management in his hometown at 151 N. Main St.

The fee-only investment advisory firm has three employees.

The firm’s Web site is www.hudsonvalleywealth.com.

Posted by David Schepp on Friday, May 16th, 2008 at 9:17 am |
| | Comments Off on New City native opens wealth advisory firm

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Business in the Burbs is our online news blog about businesses based or operating in the Lower Hudson Valley. Visitors here will also find items of interest to consumers in the region. Most contributions are from business reporters and editors covering Westchester, Rockland and Putnam counties.

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