Jan
30
3:00 PM15:00

Health Savings Accounts: Stealth IRAs

  • Science, Industry and Business Library (SIBL), Conference Room 018 (map)
  • Google Calendar ICS

Vicki Fillet, CFP® introduces you to Health Savings Accounts (HSA), how they work, the pros & cons of high deductible medical insurance, the benefits of an HSA while working and once retired, and how an HSA can resemble an IRA for medical care.

Rick Konrad, CFA, CFP® discusses the benefits of investing HSA savings versus placing them in a low yield money market fund and investing fundamentals. 

Victoria Fillet CFP® is the co-founder of Blueprint Financial Planning, LLC a SEC registered investment advisor. At Blueprint, we bring financial security and financial confidence together. She began her investment career with The First Boston Corporation, and later joined Furman Selz, becoming a Managing Director.  Vicki is Chairwoman of the Board of Directors for the Financial Planning Association of New York and active on several committees. She is an adjunct professor at NYU-SPS teaching Financial Planning. 

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Rick Konrad CFA, CFP® founded Value Architects Asset Management in 2002 and previously was the director of research for a Wall Street investment banking firm. He received his CFA charter in 1988, his CFP® designation in 2004, and has completed the Harvard Business School Executive Program in Behavioral Investing. He has a long standing interest in education and in corporate governance. In addition, he has served on several boards of publicly traded companies.

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Oct
14
3:00 PM15:00

Financial Fitness workshop - Saving for College

  • NYU School of Law, Vanderbilt Hall (map)
  • Google Calendar ICS
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Saving for College

Due to skyrocketing costs, saving for college is a daunting prospect for many parents and grandparents. But there are a number of tax advantaged tools that can help.

This session will help you understand:

  • The growing cost of a college education

  • Why saving early is key

  • The benefits of 529 plans

  • How financial aid is determined

  • Strategies to help you save and get financial aid

Victoria Fillet Konrad, CFP®, is the co-founder of Blueprint Financial Planning, LLC, a SEC registered investment advisor. Vicki is a former Chairwoman of the Board of Directors of the Financial Planning Association of New York and is active on several committees. She began her investment career with The First Boston Corporation and later joined Furman Selz, becoming a Managing Director. After her years of Wall Street experience, she moved to Canada as a consultant for Republic Bank where she worked on the development and feasibility of several investment products. Returning to New Jersey, she consulted with Ryan Beck & Co. on product development before founding Blueprint. Vicki is a graduate of Fordham University with a BA in economics and business.

vfillet@blueprintfp.com   201-222-9930 www.blueprintfp.com     

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