# Event Details

- **Event Name**: Free Lunch/Coffee with a Fiduciary Financial Advisor - Ask me anything
- **Event Start and End Date**: Mon, 27 Apr, 2026 at 12:00 pm – Tue, 28 Apr, 2026 at 12:00 pm (-04:00)
- **Event Description**: Get a free, no-obligation consultation on a topic of your choice from a Financial Advisor, either in person (Manhattan) or over Zoom.About this EventFree Lunch/Coffee/Zoom with Doug Mongiardo, Financial Advisor and Partner at Steelview Wealth Management.Location of your preference. Zoom link will be sent via email.About Doug:Advisor Website: Steelview Wealth ManagementAdvisor Credentials: LinkedInPersonal finances can be complicated and confusing. In a world where AI generated answers are wrong just as often as their right, taking the time to consult an expert can save you from potentially costly mistakes. In this session, you'll be able to ask Doug his opinion on any matter related to your personal finances. Some examples include, but are not limited to:-How, where, and in which account types should your money be invested-How to to plan for retirement-How to best optimize your investments to reduce taxes-How to manage receiving an inheritance-How, and if, you should rollover a 401(k)-How to manage finances after a divorce-How to properly protect you and your family with insurance-How to manage the added complexities of being self-employed
- **Event URL**: https://allevents.in/new-york/free-lunch-coffee-with-a-fiduciary-financial-advisor-ask-me-anything/100001987433954458
- **Event Categories**: 
- **Slot details of has slots**: 
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: New York
- **state**: NY
- **country**: United States
- **location**: Manhattan / Zoom
- **lat**: 40.7524624
- **long**: -73.9958877
- **full address**: Manhattan / Zoom, 349 W 33rd St, New York, United States

## Event gallery

- **Alt text**: Free Lunch/Coffee with a Fiduciary Financial Advisor - Ask me anything
  - **Image URL**: https://cdn-az.allevents.in/events6/banners/d46b76ea3fffc0cc2d2b947c05febf95edd4c3b0b377d80c54d694ed7eca970a-rimg-w1200-h533-dc000000-gmir.png?v=1776657272

## FAQs

- **Q**: When and where is Free Lunch/Coffee with a Fiduciary Financial Advisor - Ask me anything being held?
  - **A:** Free Lunch/Coffee with a Fiduciary Financial Advisor - Ask me anything takes place on Mon, 27 Apr, 2026 at 12:00 pm to Tue, 28 Apr, 2026 at 12:00 pm at Manhattan / Zoom, 349 W 33rd St, New York, United States.
- **Q**: Who is organizing Free Lunch/Coffee with a Fiduciary Financial Advisor - Ask me anything?
  - **A:** Free Lunch/Coffee with a Fiduciary Financial Advisor - Ask me anything is organized by Doug Mongiardo.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Free Lunch/Coffee with a Fiduciary Financial Advisor - Ask me anything is ideal for professionals, entrepreneurs, startup founders, and networking enthusiasts eager to grow their connections. Whether you're a first-time attendee or a longtime enthusiast in New York, this event is thoughtfully curated to deliver a standout experience worth every moment. If Free Lunch/Coffee with a Fiduciary Financial Advisor - Ask me anything sounds like your kind of event, don't wait - spots fill up fast.

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