This workshop walks participants through the basics of determining where their retirement income will come from and how-to best plan for a financially secure and happy retirement.
Topics covered include:
Pension Plans including 401(k)s or 403(b)s
Self-Directed Retirement Savings Plans
About our presenter:
Kathleen Kalmes, CFA has served NYPL’s Business Library as a financial resources specialist since 2002. She creates and teaches financial literacy training programs for the public and staff. Previously, she was an investment vice president at NY Life Insurance Company, working as a securities analyst/portfolio manager. Ms. Kalmes holds an MBA from NYU and is a Chartered Financial Analyst.