Woodbury Rep Ronald Steiger Promotes Financial Literacy with National Financial Fitness Program
* Reuters is not responsible for the content in this press release.
Free, downloadable packet can help Americans keep their finances in order, receives recognition from the state of New York NEW YORK--(Business Wire)-- Ronald Steiger, a registered representative and Investment Advisor Representative for Woodbury Financial Services, has launched the innovative National Financial Fitness program to help promote financial education and awareness during Financial Literacy Month, celebrated every April. "Too many people keep their important paperwork stuffed in a junk drawer, or strewn about their house in various locations," says Steiger. "It is important to be prepared and organized when it comes to our financial well-being. This project encourages people to keep track of their finances by maintaining a master list in case of an emergency." The National Financial Fitness form, which takes about an hour to complete, is free and can be downloaded at www.nationalfinancialfitness.com. It contains an outline of important information, including: * Contact details for lawyers, doctors and insurance agents * Estate planning information about wills, living wills and power of attorney * Insurance policies, bank accounts and credit cards * Outstanding loans and debts * Investment accounts and retirement plans * Property titles and deeds * Social security and military service information The form also includes a checklist for clients to evaluate their own financial fitness and identify problem areas that may need improvement. "We want people to take a proactive approach to their finances and gain a better understanding of the financial concepts behind insurance, investing and retirement and estate planning," says Steiger. National Financial Fitness has received attention and recognition from the state of New York. "New Yorkers need tools to help them manage and protect their money and hard-earned savings," New York State Comptroller Thomas P. DiNapoli said. "The National Financial Fitness Program mirrors my call for more consumer awareness of financial information and reliable financial education resources. This program is in line with my Your Money New York initiative to provide programs and resources that help citizens meet their financial challenges." Steiger, 56, is based on Long Island and serves clients in the Tri-State area. He provides financial and insurance services and products including annuities, mutual funds, estate planning, retirement planning, disability and life insurance, mortgage protection, college planning and medical and dental to union, corporate and individual clients. He also serviced a start-up corporation, protecting more than 1,200 employees at one location in Long Island City, NY. In addition to his financial planning practice, Steiger has been a distinguished lecturer to over 10,000 people. He hosts financial seminars such as the Complete Financial Management Workshop, Long Term Care and Disability, College Funding, Moving Your 401K, Living Wills/Health Care Proxy & Power of Attorney, The ABC's of Annuities, High School to Retirement, and a series of seminars tailored for professionals: Law School To Retirement and Financial Fitness Day for Doctors - Residency To Retirement. He regularly holds seminars at over 47 NY-area hospitals and has been a speaker at the Society of Medical Jurisprudence, the North Shore/ LIJ Health Care Systems, Medicine Grand Rounds, the NY State Medical Society, Stony Brook Medical School and School of Dental Medicine, the American Medical Association, the Union Baptist Church and St. Johns School of Law. Steiger also lectures at adult education programs in 18 school districts, and for Scope Educational Services. In the past, he has lectured for the Institute of Management Accountants (Long Island Chapter). Steiger has published financial articles in numerous news publications. Steiger`s community activities have included co-chairing a community fundraiser to help build the Ronald McDonald House, serving as a UJA Chairperson, an MDA Chairperson, Chairman of the Martin Luther King Scholarship Fund, a member of the Kiwanis, on The U.S. Olympic Committee, Citizen of the Year Award Winner, and he received a United States Vice-Presidential letter of commendation from Vice-President Al Gore for his National Pilot Program "CPR in the Schools". Steiger also worked with Assemblyman Thomas DiNapoli, who is the present Comptroller of New York, to pass a Bill in the New York State Assembly. Steiger was a Private Pilot, and a holds a US Coast Guard Captains License. He currently resides in West Hills, NY with his wife and their four sons. About Woodbury Financial Woodbury Financial Services, Inc., winner of Investment Advisor magazine`s Division IV Broker/Dealer of the Year award in 2009 and 2006, is a broker/dealer with more than 1,700 independent representatives nationwide and 200 home office employees. Woodbury is a subsidiary of The Hartford Financial Services Group, Inc (NYSE:HIG). Its Internet address is www.woodburyfinancial.com. The Hartford Financial Services Group, Inc Julia Zweig, 860-843-6022 julia.zweig@hartfordlife.com Copyright Business Wire 2010
Comments (0)
This discussion is now closed. We welcome comments on our articles for a limited period after their publication.



Follow Reuters