Money Matters, Online: Ask the Financial Advisor

Date and Time
Wednesday, June 12, 2024, 12 - 1:30 PM
End times are approximate. Events may end early or late.

Location

ONLINE - Details will be emailed upon registration
Event Details

**This event is online only**

 

Join Charles “Chuck” Failla, CFP®, for a brief presentation on timely investment news topics followed by an extensive Q&A. Please submit your questions in advance, when you register for the program.

 

Click here to Register

 

About the Presenter:

Charles “Chuck” Failla, CFP®

Chuck understands the importance of working as a Fiduciary and uses those standards to oversee the financial planning and investment management work done at Sovereign Financial. At the core of his work, Chuck shepherds clients’ financial and retirement plans by looking beyond simply “picking investments.” He takes a holistic approach that includes cash flow analysis, tax & risk management, and estate planning. In addition to working with clients, Chuck is a regular speaker and commentator on financial topics and has been featured in CNBC, Forbes, The New York Daily News, Reuters, CBS Market Watch and numerous other media outlets. Chuck is also committed to the financial planning community and advancing the cause of financial literacy and fiduciary duty. To that end, he currently serves on the Board of Directors for the Financial Planning Association of Connecticut as the Chairperson of their Pro Bono / Public Outreach Committee. Chuck received his degree in Finance from The University of Connecticut and completed his coursework for the CFP® certification with The American College.

 

 

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Assistive Listening and ASL
ASL interpretation and real-time (CART) captioning available upon request. Please submit your request at least two weeks in advance by emailing accessibility@nypl.org.