Financial Services

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Program Type:

Business & Finance
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Program Description

Event Details

Join us for a review of Library Investment Policy and presentations on topics ranging from financial literacy to long-term planning.  Networking and one-on-one vendor break-out opportunities will be available for business service staff.  Registration is necessary, and lunch will be provided.  Please provide us with any dietary restrictions in the special notes field at the time of registration.

9:00am – Coffee and Tea
9:30am – Welcome
9:45am – Equitable (Retirement Planning - 403b, 457, Secure 2.0)
10:15am – Flushing Bank (Preventing Check Fraud & Solutions)
10:45am – TD Bank (ACH Fraud & Positive Pay)
11:15am – AFLAC (Supplemental Medical Insurance)
11:45am – LUNCH (provided by SCLS)
12:45pm – NY Life (Benefits of Whole Life Insurance) 
1:15pm – M&T Bank (Online Banking/Treasury Center Best Practices)
1:45pm – MC Bank NY (Avoiding ID Theft Scams and Elder Abuse)
2:15pm – PMA Financial Network (NYLAF)