Your 2023 Financial Calendar: Your Quick Cheat Sheet
Download our Infographic Today!
You can download our cheatsheet infographic that covers our article, “Your 2023 Financial Calendar: How to Plan Now.”
Don’t Wait to Start Investment Planning: Contact Don & Eric Today!
While our 2023 financial calendar is a great guide, don’t let it stop you from reaching out to Don and Eric sooner! To schedule an appointment with a First New York Retirement & Investment Services Representative, please call (518) 393-1326, extension #1302 or visit the FNY RIS Advisor’s website or sign in here if you currently have an investment account.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Disclaimer
*Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional. FR-3454861.1-0221-0323
This material was created for educational and informational purposes only and is not intended as tax, legal or investment advice. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
First New York FCU provides referrals to financial professionals of LPL Financial (“LPL”) pursuant to an agreement that allows LPL to pay First New York FCU for these referrals. This creates an incentive for First New York FCU to make these referrals, resulting in a conflict of interest. First New York FCU is not a current client of LPL for advisory services.
Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First New York Federal Credit Union and First New York Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First New York Retirement and Investment Services, and may also be employees of First New York Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First New York Federal Credit Union or First New York Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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