Ongoing Seminars

PAST SPEAKING EVENTS

March 27, 2017

Post-Election Tax Planning

Location: Council of School Supervisors & Administrators: CSA,
12 Tenafly Road, Englewood, NJ

Time: 10:00AM

Description: Erika Safran, CFP® will present " Post-Election Tax Planning”

January 28, 2017

Financial Information, Money Matters, and NYPL presents:

Location: New York Public Library’s Science, Industry, and Business Library,
188 Madison Ave, New York, NY 10016

Time: 12:00 – 1:15PM

Description: Erika Safran, CFP® will present "Constructing a Diversified Portfolio” 
No registration required.

October 1, 2016​

FPANY’s 12th Annual Financial Fitness Workshop

Location: New York University School of Law, 40 Washington Square S, New York, NY 10012

Time: 8:00AM – 5:30PM

Description: Erika Safran, CFP® will present "Broker, Financial Adviser & Financial Planner - Who Does What?" at 10:30AM. Click here for more information and online registration.

October 1, 2016​

14th Annual Financial Fitness Workshop

Location: NYU Law Library - Tishman Auditorium, 40 Washington Square S. 1st Fl.

Time: Saturday, October 1, 8:00 AM- 5:30 PM

Description: Erika Safran, CFP® will present "Constructing Your Investment Portfolio- How to Begin." She will be presenting during the first session starting at 10:30.

September 23, 2016​

Financial Planning Day at NYPL

Location: New York Public Library’s Science, Industry, and Business Library, 
188 Madison Ave, New York, NY 10016 

Time: 11:00AM – 5:00PM

Description: Erika Safran, CFP® will present "Constructing a Diversified Portfolio” No registration required.

January 23, 2016​

The Money Matters Education Program

Location: New York Public Library, Science, Industry and Business Library, 188 Madison Ave at 34th St.

Time: Saturday, January 23, 2016, 12:00 PM – 1:30 PM

Description: Erika Safran, CFP® will present "Constructing a Diversified Portfolio for Beginners."

December 15, 2015

The Money Matters Education Program

Location: New York Public Library, Science, Industry and Business Library, 188 Madison Ave at 34th St.

Time: Tuesday, December 15, 2015, 6:00 PM - 7:30 PM

Description: Erika Safran, CFP® will present “Year End Tax Tips"

September 27, 2015

JASA Positive and Practical Aging series

Location: John Jay College, North Hall, 445 West 59th St. (between 9th and 10th Avenues) 3rd Fl.

Time: Sunday, September 27th, from 10 AM - 10:55 AM

Description: Erika Safran, CFP® will present “Smart Decisions in Life Transitions.”

September 26, 2015

13th Annual Financial Fitness Workshop

Location: NYU Law Library- Tishman Auditorium , 40 Washington Square S. 1st Fl.

Time: Saturday, September 26th, 8:00 AM- 5:30 PM

Description: Erika Safran, CFP® will present "Constructing Your Investment Portfolio- How to Begin." She will be presenting during the first session starting at 10:30. Click here for more information.

July 11, 2015

The Money Matters Education Program

Location: New York Public Library, Science, Industry and Business Library, 188 Madison Ave at 34th St.

Time: 12:00PM – 1:30PM

Description: Erika Safran, CFP® will present "Constructing a Diversified Portfolio for Beginners.”
Click here for more information.

June 13, 2015

The Money Matters Education Program

Location: New York Public Library, Science, Industry and Business Library, 188 Madison Ave at 34th St.

Time: 12:00PM – 1:30PM

Description: Erika Safran, CFP® will present "Maximizing Your IRA & 401k".

April 24, 2015

Financial Planning Day

Location: New York Public Library, Science, Industry and Business Library, 188 Madison Ave at 34th St.

Time: 11:00AM – 5:00PM

Description: Erika Safran, CFP® will present "The Importance of Asset Allocation
in Building a Diversified Portfolio” at 4:15 PM. Click here for more information.

April 24, 2015

Financial Planning Day

Location: New York Public Library, Science, Industry and Business Library, 188 Madison Ave at 34th St.

Time: 11:00AM – 5:00PM

Description: Erika Safran, CFP® will be available for one-on-one consultations at 2:30 PM and 3:00PM. Click here for more information.

October 21, 2014

Money Matters at Financial Literacy Central

Location: New York Public Library’s Science, Industry, and Business Library,
188 Madison Ave, New York, NY 10016

Time: 5:30PM – 7:30PM

Description: Erika Safran, CFP® will speak on "Constructing a Diversified Portfolio 
for Beginners." No registration required. Click here for more information.

October 17, 2014

Financial Planning Day at NYPL

Location: New York Public Library’s Science, Industry, and Business Library,
188 Madison Ave, New York, NY 10016

Time: 11:00AM – 5:00PM

Description: Erika Safran, CFP® will present "Broker, Financial Adviser & Financial Planner -
Who Does What?" at 2:45PM. No registration required. Click here for more information.

September 27, 2014

FPANY’s 12th Annual Financial Fitness Workshop

Location: New York University School of Law, 40 Washington Square S, New York, NY 10012

Time: 8:00AM – 5:30PM

Description: Erika Safran, CFP® will present "Broker, Financial Adviser & Financial Planner -
Who Does What?" at 10:30AM. Click here for more information and online registration.

ONGOING SEMINARS

The Science, Industry and Business Library: Financial Literacy

Erika offers ongoing financial literacy seminars as part of The Money Matters Education Program
presented by New York’s Science, Industry and Business Library.

The 92nd St Y: Financial Wellness

Erika offers a Financial Literacy Seminar
as part of the Monthly Awareness Program addressing current wellness issues.

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