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Personal Financial Planning — Retirement
05/26/2022 @ 7:00 PM - 8:30 PM
Welcome to our ‘Personal Financial Planning’ series, co-sponsored by Yale Club of Washington DC, Yale Latino Alumni Network & Yale Fin for alumni & students.
Once registered, you are signed up for Part 3.
3. Retirement Strategies – May 26, 2022, 7-8pm ET.
Participants learn strategies available to grow retirement wealth. Register: https://tinyurl.com/1GY22RetirePlan.
Elisabeth Anton, ’89 Silliman, is a proud 1st-Gen/Low-Income graduate with an MBA in Finance (Wharton Business School). Banking experience includes Merrill Lynch (London), Credit Suisse (Madrid) & HSBC (Dubai). She is a licensed Investment Advisor Representative with a Series 7, Series 63 & Series 65. Elisabeth is founder & president of Sherwood Financial Group.
Elisabeth understands unique financial challenges facing underserved communities. Leveraging lessons of her own financial journey, she uses a blend of financial coaching & investment advisory to help clients with personal financial planning. For information, email Elisabeth@sherwoodfinancialgroup.com.
Elisabeth Anton offers securities and advisory services through Centaurus Financial Inc., member FINRA/SIPC, a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in CA, CT, DC, MA, VA, NJ, NY, MD, IN, MI. Sherwood Financial Group and Centaurus Financial Inc. are not affiliated. 1stGenYale & Co-Sponsors do not give an opinion or recommendation as to these services.