About The Course
With memories of the Financial Crisis of 2007-2008 still fresh in their mind, many retirees and other investors are seeking ways of protecting their nest egg from the next major market Downturn. Thankfully, by incorporating a variety of strategies into their planning, savers can significantly minimize exposure to a variety of potentially damaging risks. In this course, you will learn 10 key concepts used by professional investors, money managers, and other financial professionals to reduce risk.
The course is appropriate for investors of all ages and of varying levels of risk. Take away knowledge that is actionable, easy to implement, and relevant in today’s market landscape.
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Meet your Instructor
Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
Jeffrey is the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to the financial, tax, and estate planning.
This course is offered by Nassau Community College. To register, complete the registration form in the Course Catalog. This is course CE9 604 B1.
Nassau Community CollegeAddress:
One Education Drive
Garden City, New York 11530-6793