2014 Financial Planning Day at SIBL - A Big Success!
On October 17, 2014 hundreds of people came to SIBL for classes, database presentations, counseling, coaching and to talk to Financial Fair Participants during our 2014 Financial Planning Day.
A total of twelve classes were offered, three concurrent ones during each of four sessions (11:15, 1, 2:45, and 4:15). Most classrooms were packed.
- Medicare 2014
- Creating Tax Alpha: Adding to Your Investment Returns with Tax Planning
- Securities Fraud and the Individual Investor
- Get Covered NYC: the Ins and Outs of Health Insurance
- What You Need to Know About Retirement Saving
- Planning for the Future: Wills and Advance Directives
- Long Term Care: Protecting Assets and Care Choices
- Broker, Financial Advisor & Financial Planner - Who Does What?
- ETFs! What They Are and How They Work
- Establishing, Maintaining, and Repairing Your Credit.
- Asset Allocation
- Student Loans: Study Your Options
Databases presented by our staff included: Bloomberg, Morningstar Library Edition, Mergent Online (one of four Mergent databases that SIBL users have access to), Standard and Poor's Net Advantage, and Career Cruising. All of these databses are available at SIBL (some also at other NYPL locations).
From 11:30 a.m. to 5 p.m. private 30-minute coaching and counseling sessions took place.
- Certified Financial Planners offered private financial counseling sessions. This service was brought to you by the Financial Planning Association of New York.
- Credit Crisis Coaching sessions were offered by the Financial Coaching Corp, Community Service Society of New York.
- Medicare Counseling sessions were presented by Health Insurance Information Counseling and Assistance Program (HIICAP) New York City Department for the Aging.
Several institutions and organizations sent their representatives who manned desks in Healy Hall and helped numerous participants. Among them there were:
- AARP Foundation
- Better Business Bureau
- City Bar Justice Center
- Federal Deposit Insurance Corp.
- Financial Industry Regulatory Authority
- Financial Planning Association of New York
- New York State Society of Certified Public Accountants
- New York City Housing Preservation & Development
- NYC Office of Financial Empowerment
- NYPL Job Search Central
- Office of Citywide Health Insurance Access
- Office of New York State Attorney General
- Office of the State Comptroller
- U.S. Securities and Exchange Commission
- U.S. Small Business Adminstration
- U.S. Social Security Administration
Read E-Books with SimplyE
With your library card, it's easier than ever to choose from more than 300,000 e-books on SimplyE, The New York Public Library's free e-reader app. Gain access to digital resources for all ages, including e-books, audiobooks, databases, and more.
If you don’t have an NYPL library card, New York State residents can apply for a digital card online or through SimplyE (available on the App Store or Google Play).
Need more help? Read our guide to using SimplyE.