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Demystifying Financial Statements (New York Public Library) – VIRTUAL

June 2, 2021 @ 12:00 pm - 1:30 pm

Event Details

Don’t let companies’ financial statements intimidate you. Financial statements are basically a scorecard and you don’t need to be an accountant to understand and interpret them. Richard Konrad, CFA, CFP® explains how to read these statements and the skills that the do-it-your-selfer needs to make smarter investment choices.

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About the Presenter:

Richard Konrad, CFA, CFP®

Rick Konrad is a Chartered Financial Analyst® and Certified Financial Planner. He joined Roosevelt Investments in 2018 as Director of Value Strategy. Prior to joining Roosevelt, Rick served as Managing Partner and Chief Investment Officer for Value Architects Asset Management, LLC, and as Partner of Blueprint Financial Planning, LLC. Rick has extensive experience in the management of both equity and fixed income investments for individuals, foundations, insurance companies and pension plans.


New York Public Library
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