CUNY BA to Host Estate and Retirement Planning Workshop

The documents handed out at the workshop can be found below:

Event Handouts

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CUNY Baccalaureate for Unique and Interdisciplinary Studies will host a free retirement and estate planning workshop for alumni and faculty mentors on October 2, 2013, 5:30-7:30pm, CUNY Graduate Center, Room C197 (Concourse Level).

Tony Martignetti, Esq., planned giving counsel for the CUNY BA program, will moderate the workshop.
Guest speakers include:
  • Sheila Walker Hartwell, financial planner, principal of Hartwell Planning in NYC;
  • Robert Moy, Esq., estate planning attorney, partner at Bennett & Moy in NYC;
  • Bill Allen, insurance practitioner, principal of the William C. Allen Agency in Kew Gardens;
  • Steve Imperato, planned giving counsel for the CUNY BA program.
Topics include:
  • How much do you need to retire?
  • What’s your risk tolerance for investing?
  • How do risk tolerance and time horizon play into investment decisions?
  • How much do you need to retire?
  • What documents are essential to protect you and your family?
  • What’s the role of insurance in your plans?
  • How can your plans help CUNY BA students?
Seats are limited, please RSVP online: https://cunybaretirementworkshop.eventbrite.com