Calculate how much you will need for retirement and steps to take to help reach your goals. Gain an understanding of the tax advantages of employer-sponsored plans and individually-established retirement plans. This workshop will help participants develop and refine a personal retirement plan.
Date: THIS WORKSHOP HAS BEEN POSTPONED UNTIL APRIL
Time: 10am - 12pm
Location: Diana Center, Barnard College
Ronda Gelb was formerly a Vice President in the Trusts and Estates Department of J.P. Morgan’s Private Bank, where she handled financial and retirement planning for high net worth clients.