Fairfield Public Library

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Podcasts from FPL
FINRA SERIES #2
September 2012 - January 2013

checkNew Laws Pertaining to Wills: What Do You Need to Know? featuring presenter Heather Lange, counsel to Brody Wilkinson PC and is a member of the firm's Trusts & Estates Group, presented on Tuesday, January 22, 2013. Presentation by Heather Lange available now.


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checkRetirement Plans: IRA, 401K, 457, 403b, Annuities - Which Ones are Right for You? featuring presenter Rick Bolton, Vice President, North America at Tycoon Systems, a leading developer of business simulations for executive education, presented on Thursday, January 17, 2013. Presentation by Rick Bolton available now.


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checkMortgage/Housing Options featuring presenter Michael Buchas, a representative of the CT Department of Banking, presented on Tuesday, January 15, 2013. Handout 1 & Handout 2


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checkSession 22 of 25: Advanced Investment Products and Techniques featuring presenter Rick Bolton, Vice President, North America at Tycoon Systems, a leading developer of business simulations for executive education, presented on Tuesday, December 4, 2012. Presentation by Rick Bolton available now.


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checkSession 20 of 25: AARP's Decide. Create. Share: Health and Home & Community featuring presenter Erica Michalowski, MSW, Community Outreach Director, AARP CT, presented on Thursday, November 29, 2012.


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checkSession 19 of 25: Personal Finances as You Near Retirement featuring presenter Sheryle McMillan, Regional Director of Education & Community Relations, Money Management International (MMI), presented on Tuesday, November 27, 2012. Presentation by Sheryle McMillan available now.


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checkSession 13 of 25: Basics of an Investment Portfolio featuring Rick Bolton, Vice President, North America at Tycoon Systems, a leading developer of business simulations for executive education, presented on Thursday, October 25, 2012. Presentation by Rick Bolton available now.


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checkSession 12 of 25: Navigating the Medicare Plan Finder featuring presenter Chris Crain, Director of Programs, Southwestern Connecticut Agency on Aging (SWCAA), presented on Tuesday, October 23, 2012. Presentation by Chris Crain available now.


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checkSession 10 of 25: Choosing a Financial Planner featuring A Representative from the Securities Division of the CT Department of Banking, presented on Wednesday, October 17, 2012.


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checkSession 9 of 25: Where There's a Will (or Trust) There's a Way: Estate Planning Basics featuring presenter Heather Lange, serves as counsel to Brody Wilkinson PC and is a member of the firm's Trusts & Estates Group, presented on Tuesday, October 16, 2012. Presentation by Heather Lange available now.


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checkSession 8 of 25: Quicken - What's in Your Wallet? featuring presenter Susan McAteer, CPA, a certified QuickBooks Pro Advisor who specializes in bookkeeping, payroll and tax, presented on Tuesday, October 9, 2012.


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checkSession 7 of 25: Fundamentals of Stocks, Bonds and Mutual Funds featuring presenter Rick Bolton, Vice President, North America at Tycoon Systems, a leading developer of business simulations for executive education, presented on Thursday, October 4, 2012.


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checkSession 6 of 25: Long Term Care Planning: The Missing Link in Retirement Planning featuring presenter Aldo Pantano, Connecticut Partnership Training Program Specialist, Connecticut partnership for Long-Term Care Office of Policy and Management, presented on Tuesday, October 2, 2012. Presentation by Aldo Pantano available now.


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checkSession 5 of 25: ABCs of Estate Planning and Wills featuring Greta E. Solomon, a principal and chair of Cohen and Wolf's Trusts & Estates, Elder Law, and Tax Groups, presented on Thursday, September 27, 2012.


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checkSession 4 of 25: Medicare/Medicaid featuring presenter Chris Crain, Director of Programs, Southwestern Connecticut Agency on Aging (SWCAA), presented on Monday, September 24, 2012. Presentation by Chris Crain available now.

checkSession 3 of 25: Suddenly Single for Widowed and Divorced featuring presenter Sheryle McMillan, Regional Director of Education & Community Relations, Money Management International (MMI), presented on Thursday, September 20, 2012. Presentation by Sheryle McMillan available now.


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checkSession 2 of 25: Social Security featuring presenter Maria Grice, Public Affairs Specialist, Social Security Administration (SSA), presented on Wednesday, September 19, 2012.


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Session 1 of 25: KICKOFF EVENT - Master Your Money: Activate a 5-Step Formula to Build Wealth and Achieve Financial Security featuring Laura Adams is a personal finance expert and author of the award-winning book Money Girl's Smart Moves to Grow Rich, presented on Thursday, September 13, 2012. Presentation by Laura Adams available now.


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