Saving for Retirement

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Taught by Stephanie Genkin, CFP®, CFT-I™ CDFA®

Stephanie Genkin is an independent fee-only CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist (CFT-I™), Certified Divorce Financial Analyst® (CDFA®), and Certified Life Coach. She completed advanced matrimonial mediation training and is currently focusing on the financial transition certification (CeFT®). Stephanie earned a graduate certificate in Financial Life Planning from Golden Gate University, where she is currently an adjunct instructor.  Previously, she was a senior television news producer at CNN covering business, economics, and personal finance. Her career explaining complicated money issues began when she landed a gig at CNNfn and she's been hooked ever since.  Stephanie earned a Certificate in Financial Planning from NYU and is an adjunct instructor at NYU's School of Professional Studies, Department of Finance & Law. She is a member of the Financial Therapy Association and the National Association of Personal Financial Advisors (NAPFA)  and is frequently quoted in the media (Yahoo! Finance, USA Today, Forbes, New York Magazine, Glamour, MSN Money, AARP, and others) on personal finance issues.

 

stephaniegenkin.com

This is an old class! Check out the current classes, or sign up for our mailing list to see if we'll offer this one again.
401ks, 403bs and IRAs -- Oh My!
There are so many tax-deferred vehicles to help you save for retirement it can get confusing knowing what's what.
 
This class is going to help you get clear about the tools you can use by unpacking the rules and jargon around:
  • Employer-sponsored plans
  • Individual arrangements
  • Rollovers
Join me to understand how you can maximize your retirement savings.
Whether you are just starting out or have been saving for a while, we'll help you put it all together.

Cancellation policy