Money Matters: Broker, Financial Advisor & Financial Planner- Who Does What?

Erika Safran, CFP discusses the titles and responsibilities of those who provide financial products and services to the consumer and the qualifications required to provide financial advice.

Erika Safran, CFP® is founder of Safran Wealth Advisors.  She is an adjunct faculty member in the CFP program at Baruch College, and a board member of the NY Chapter of the Financial Planning Association and member of the Financial Women's Association.

                                                               Part of Financial  Planning Day @ SIBL!

Seating is on a first come, first seated basis.