Naya Sou will empower you to build the confidence to strategically pursue your unique financial aspirations. Please RSVP to reserve your seat!
• RSVP with Bobbie at bobbiew@lansinglibrary.org and let us know what sessions you plan on attending.
Financial Education Session 3: Explore the Alphabet Soup of Savings and Investment Accounts-Help Me Choose!
LCL Presents a 4-part Series on Financial Education led by Financial Advisor Naya Sou
May 1, 2024
Title: Explore the Alphabet Soup of Savings and Investment Accounts-Help Me Choose!
Presenter: Naya Sou
With so many account types, investment options, and the complex tax implications, how do you choose the best ways to save and invest for your future? This session will explore the different ways you can save and invest with an emphasis on understanding the tax implications. The goal is to help you identify the best savings “waterfall”—the order in which you save and how much towards each account.
About Naya:
Naya Sou is a financial advisor with Forum Financial Management, LP, an SEC registered investment advisory firm. She is a member of the Financial Planning Association and the Estate Planning Council of Tompkins County. She serves on the board of the Women’s Opportunity Center in Ithaca. Naya is a passionate advocate for financial literacy and strives to empower her clients and non-clients to gain confidence in financial decision making.
Learn about all sessions here
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