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Continuing Education Programs

2019 Winter Courses

If registering two days prior to a course, call 212-573-8500 to register by phone with a credit card. We accept payment with American Express, MasterCard, or Visa.

How Not to Outlive Your Money: Sensible Income Strategies Workshop

  • Thu, Mar 28, 2019 | 6:30 PM - Thu, Mar 28, 2019 | 8:00 PM
  • Address: 622 Third Avenue, 9th floor, New York, NY, United States
  • Phone: 212-573-8500


tuition: $29 for members / $59 for non-members
No CE awarded for this workshop

What is Wealth Management?
* dissecting the equation
        investment consulting PLUS
        advanced planning

What is Investment Management?
* the core-satellite platform
* the passive and active strategies
​* value vs growth—the differences?
* socially conscious investing

Philanthropic Planning
* donor advised funds vs private foundations
* tax advantages
* mission alignment with your portfolio

Take Aways:
* developing a cash flow-based plan to assess your financial future
* where you are TODAY, where you want to be in RETIREMENT, and the plan to get there
* the importance of an investment policy statement
* major mistake pre-retirees make
* long term care insurance
* developing a balanced portfolio – managing RISK and RETURN

Peter Klein, CFA, CRPS, CAP
Managing Director, Partner, Klein Wealth Management

2019 Winter Courses