UPCOMING AND RECENT SPEAKING AND MEDIA ENGAGEMENTS

 

Simon is presenting a three-part series on investing and retirement planning at Oceanside Library, 30 Davison Ave in Oceanside, Long Island in July, August and September. 

Contact Tony Iovino at Oceanside Library for more details (516) 766 2360.

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Click to enlarge

Simon presented a Lunch And Learn at WeWork at 88 University Place, near Union Square In New York City on "The Five Biggest Mistakes I See People Make With Their Investments".

The presentation will be repeated in August.

 

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Simon presented to macroeconomics undergraduate students at State University of New York, Purchase, NY on the basics of stocks, bonds and investing as well as the behavioral aspects of investment and how best to get started.

 

  • Simon spoke recently at at the New York Public Library on the subject of understanding the differences between exchange traded funds and mutual funds .. "ETFs vs. Mutual Funds"

  • Simon appeared on an expert panel forum alongside immigration, relocation, translation and accent specialists discussing Topics For Foreign Nationals And Expats at WeWork's brand new Manhattan location on East 57th St.

  • Simon was a panelist at the IBM Leader To Leader Roundtable at IBM's headquarters in Manhattan, with Priya Malani - founder of Stash Wealth, Mary Ambrecht - Head of Global Wealth Management Operations at Morgan Stanley and Michael Alexander - President of Broadridge Wealth and Capital Markets Solutions talking about fin-tech and its effect upon the next generation of financial advice.


I CAN COME TALK FOR YOU

While I speak regularly in front of larger audiences for organizations like the Financial Planning Association, the State University of New York and the New York Public Library, I am also available for smaller, private audiences on a number of financial planning and foreign national-related topics. Events may be held at and for corporations, colleges and universities, trade/cultural associations, affinity groups, new parent groups, consulates, or at MeetUps and conferences.

Organize a private group of friends, relatives, or clients and arrange a space (and maybe some coffee and donuts!), and I can come and give a presentation.

If your organization, college, or company has a high number of either foreign nationals (who need to be educated about their financial, tax, and legal situations) or a group of younger employees/members (who are hungry to learn how to save and invest effectively in a cost-effective and tax-efficient manner), then let's talk. I’m eager to give informative, educational, "non-salesy" presentations to them.

I have presentations on a number of subjects, including:

  • GET STARTED .. STOCKS, BONDS AND INVESTING BASICS

  • THE FIVE BIGGEST MISTAKES I SEE PEOPLE MAKE WITH THEIR MONEY

  • THE INVESTING PROCESS .. 3 STEPS TO GETTING STARTED RIGHT

  • "I'M INVESTED. NOW WHAT?"

  • THE BIGGEST BEHAVIORAL MISTAKES PEOPLE MAKE WITH THEIR MONEY

  • MUTUAL FUNDS, INDEX FUNDS AND ETFS... WHAT ARE THE DIFFERENCES AND WHY DO THEY MATTER?

  • WATCH YOUR BEHAVIOR .. WHY MOST INVESTORS FAIL

  • WHY START SAVING AT A YOUNG AGE?

  • 401(K)S, 403(B)S... HOW TO OPTIMIZE YOUR WORKPLACE RETIREMENT PLAN

  • INDEX FUNDS AND ETFs

  • WHAT NON-CITIZENS NEED TO KNOW ABOUT MANAGING THEIR FINANCES

  • COLLEGE FUNDING... HOW MUCH DO I NEED AND HOW DO I GET THERE?

  • FIN-TECH... THE FUTURE OF FINANCIAL ADVICE

  • PUBLIC SPEAKING, YOU CAN DO IT!

... with more to come.

Alternatively, just let me know on what you would like me to present and we'll put something together.

Simon.