Virtual lunch with a financial planner

Feb. 24, 2023

We have a local investment advisor and financial planner available for our virtual noon meeting on Friday, Feb. 24, 2023! She will touch on the various components of general financial planning, including an overview of long-term care planning and insurance needs. She will highlight retirement planning, generally the largest component of financial planning. She will try to answer your specific questions, without having to leave your own office! (or living room)

Molly O’Neill is an Investment Advisor Representative working at Cornell Pochily Investment Advisors, Inc. in Ithaca, NY and has taken exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first and comply with the Financial Planning Practice Standards.

Free to WBASNY and FLWBA members

Contact : Deborah Miller deborahwolfmiller@gmail.com