Press Room

February 03, 2014

Levy to Present to Council for Economic Education

The Council for Economic Education (CEE) is the leading organization in the United States that focuses on the economic and financial education of students from kindergarten through high school.  For nearly 65 years, their mission has been to instill in young people a real-world understanding of economics and personal finance.  Headquartered in New York City, CEE provides classroom resources to K-12 teachers and students, free professional development to educators, webinars, standards and assessment tools, and guidance for advocacy and outreach.

Adam will be presenting to the the Council for Economic Education on February 21st in New York City.  He will speak about investment and retirement planning topics as well as strategies for maximizing one’s 401(k) plan.

Adam leads the WTAS Investment Consulting Services practice in the New York office, providing comprehensive investment consulting and wealth management services to high net worth individuals, corporate executives and family business owners.  Adam is a CFA Charter holder and Certified Financial Planner.  He serves on the WTAS Investment Committee and is an active member of the firm’s Newsletter committee.

February 21, 2014
New York, NY