Simon frequently contributes personal finance-related articles to various media outlets, and has been variously published in, among others, Business Insider, the Wall St. Journal, CNBC and CNN Money and is a regular contributor to Investopedia. He also hosts his own podcast: Angles.
Simon has also been featured in other podcasts and a number of financial planning-related videos on Investopedia, Asset TV and more and makes frequent presentations at universities, companies, public library networks, trade associations, conferences, workshops, WeWork locations and private groups.
Some of Simon's recent media contributions and presentations include:
As part of SUMTech 16 week, Simon and Dale Mason of The Wolf Group presented a webinar exploring the income tax, foreign account reporting requirements and estate tax considerations specific to foreign nationals in the US
Among the venues and events where Simon has presented on financial planning subjects are:
Financial Planning Association of New York (multiple occasions) including multiple presentations at NYU Law School as part of The Financial Fitness Workshop
West Texas A&M University (multiple occasions)
State University of New York, Purchase (multiple occasions)
Western New England University School of Law
New York State Society of CPAs
Association of Chartered Certified Accountants
IBM Annual Thought Leaders Conference
New York Public Library - Science, Industry and Business Library (multiple occasions, including regular Financial Planning Days)
Royal Bank of Canada Women, New York (multiple occasions)
WeWork (multiple occasions)
Oceanside Library (multiple occasions)