| |
Barbara Steinberg, MS, MBA, CFP®, CEA®, CLTC is a well known financial planner and educator in Riverdale, New Jersey. Since 1992, she has been helping clients achieve their financial goals. Barbara has developed a specialty in working with retirees and those about to retire who want to protect their principal and ensure that their money lasts.
As an accomplished author and speaker on senior financial issues such as long term care financing, Barbara’s articles on investing have been published in several regional outlets including the New Brunswick Home News. As a public service, she hosted her own radio show, “It’s Your Money”, on WALE in Rhode Island, serving the Rhode Island, Connecticut and Massachusetts areas. Barbara enjoys speaking to the following topics:
- Veterans' Non Service Connected Pension
- Planning for Retirement
- Asset Protection
- Long Term Care Insurance
- Estate Planning – Wills, Trusts & Power of Attorney
- Reverse Mortgage
Barbara is a Certified Financial PlannerTM, a Certified Estate AdvisorTM, Certified in Long Term Care, a Chartered Retirement Planning CounselorSM, a Chartered Mutual Fund CounselorSM and an Accredited Asset Management SpecialistSM. Barbara is an Approved Member of the National Ethics Bureau. She holds insurance licenses in New Jersey and New York.
Barbara graduated from the State University of New York, Downstate Medical Center, in 1973 with a BS in Medical Computer Science. She received an MS in Electrical Engineering from Columbia University in 1977. She also holds an MBA from Fairleigh Dickinson University.
Barbara can be reached at (973) 839-5600 or bsteinberg@blsadvisors.com to discuss speaking engagements.
Barbara’s speaking career includes many presentations with assisted living and other senior facilities including:
- VA Hospital, E. Orange, NJ
- VA Medical Center, New City, NY
- VFW, Basking Ridge, NJ
- Chilton Hospital, Pompton Lakes, NJ
- Sunrise Senior Living
- Brighton Gardens
- Care One
- Arden Courts
- Victoria Mews
- The Esplanade
For a list of Barbara’s upcoming seminars and other speaking events please visit our event calendar.
|