Skidmore College Retirees-Financial Coaching Sessions

Financial Coaching for Skidmore College Retirees:

     Financial Coaching, a 45-minute, confidential meeting with professional financial planner (David K. Carboni, Ph.D., CFP®), provides information, tools, and dose of motivation to help people make better financial decisions. Though Financial Coaching does not provide investment, tax, or legal advice, it helps one:

  • set financial priorities
  • apply financial planning techniques to improve your finances
  • formulate practical strategies to help you address your financial challenges
  • help you assume more responsibility for your financial future
  • more effectively use your employer’s employee benefits and retirement plans.

        As a reminder, Dave does not sell financial products or services so you can be sure his suggestions will only have your best interests in mind. 

Date

Mar 17 2022
Expired!

Time

9:30 am - 5:20 pm

Local Time

  • Timezone: America/New_York
  • Date: Mar 17 2022
  • Time: 9:30 am - 5:20 pm

Location

Remote-Zoom

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