Program Type:
Lectures, Presentations, & Author EventsAge Group:
AdultProgram Description
Description
Join us for an eye-opening presentation on the rampant rise of identity theft and crucial strategies to safeguard yourself. In today's digital age, where personal information is increasingly vulnerable, understanding the prevalence and mechanics of identity theft is paramount. Discover practical tips and proactive measures to shield your identity from malicious actors and secure your financial and personal well-being. Don't miss this opportunity to empower yourself with knowledge that can make all the difference.
Holding certifications as a Certified Financial Planner and Accredited Estate Planner, Marisa combines her legal acumen from a JD at Cardozo School of Law with a Graduate Certificate in Labor Studies from the City University of New York and a B.A. in Sociology from Vassar College.
Marisa's philosophy revolves around the belief that while money itself cannot buy happiness, a healthy relationship with finances can enhance one's quality of life. Her mission is rooted in helping clients pinpoint their priorities, whether it's finding fulfillment in a meaningful career, supporting family members financially, securing elite education for their children, or contributing to causes they deeply care about.
With a strong foundation in quantitative analysis, Marisa employs a comprehensive approach that spans tax planning, strategic charitable giving, retirement cashflow planning; and tailored portfolio solutions. Her goal is to empower clients to achieve financial well-being and confidently navigate their journey towards their life goals.
Disclaimer(s)
Free parking in the Isham Garage is available to you at the Noah Webster Library during your library visit. Click here to learn more.
Any individual requiring an accommodation to participate in a library program should contact the library two weeks prior to the program. Please use the contact information listed on this page.