In addition to offering individual financial planning services, I am a seasoned presenter and workshop facilitator.

You can find me teaching monthly personal finance classes at Brooklyn Brainery.

Register for YOUR 401K/403B Class Here! September 29th, 7:30PM-9:00PM

Corporations, non-profits, small businesses, unions, educational institutions, and professional networking groups engage me to facilitate workshops for their employees, students, and members. (Warner Media, The Bleacher Report, Local 764, Footsteps, NYU Public Interest Law Program, Center for Active Design, Industrious, and The Offstage Group, among others.)   

I also give talks at the Brooklyn Public Library, NYPL’s Science Industry Business Library (SIBL), and the Montclair Public Library and have been a featured speaker at the 92nd Street Y.  

I served as chair of the speakers’ committee for the New York Chapter of the Financial Planning Association’s 15th Annual Financial Fitness Workshop and presented a session called Broker, Planner, Advisor Robo: Who Does What?

Several times a year, I offer private workshops on topics such as investing, budgeting, and retirement planning. Reach out if you want me to lead a workshop for your team.

Contact me for more information about upcoming classes and workshops: