The March Breakfast Club topic will shift to financial issues and safeguarding your financial assets. Our speaker, Jonathan A. Sefcik, CLTCR, will help people understand current financial trends and how to make the most from your assets. Jonathan is a financial advisor at Janney Montgomery Scott in Albany, and prior to that he was a Senior Financial Planner at Goldman Sach’s Ayco subsidiary where he focused on retirement, investment, and estate planning for wealthy individuals. He holds an MBA from Rensselaer Polytechnic Institute with a concentration in finance. Before returning to graduate school, Jonathan worked as a Senior Analyst in Institutional Shareholder Service’s Social Investment Research Service.
Bring your questions and your friends! A light breakfast will be served.
DATE: Wednesday, March 8, 2015
TIME: 9:30-11:00 a.m.
PLACE: Albany Jewish Community Center at 340 Whitehall Road in Albany.
RSVP: Please call 514-2023 to reserve your seat.
Save Wednesday, April 15, 2015 for the next NNORC Breakfast Club when Jane Levine of Levine Memorial Chapel will discuss pre-planning your funeral—a topic that many Breakfast Club devotees have requested.