**In-Person** Retirement Planning Basics

Join Richard Ledee, CFP®, CFA® from the Financial Planning Association of Metro New York for an overview of retirement concepts and terms.

The discussion includes -

Three basic sources of retirement income - Social Security, Pensions, and Private Savings
Creating a Retirement Plan
Resources for more information and help

Bonus: The Attendees can sign up for a free 15-minute one-on-one session with an FPA counselor to discuss a retirement question. Limited to the first 15 attendees.

Presented in partnership with the Financial Planning Association of Metro NY.

Richard Ledee is a Certified Financial Planner, Chartered Financial Analyst, and a licensed
attorney in New York. Rich has been coordinating the Financial Planning Association of Metro New York ProBono programs with the New York Public Library since 2021. He currently serves as a Senior Director at ProShares ProFunds in the Capital Markes Department. Rich earned his bachelor’s degree from Yale University and a Juris Doctor from Cornell Law School.

Host or Publisher NY Public Library, Thomas Yoseloff Business Center