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Plan 2 Prosper | Your $$ Story
September 27 @ 5:30 PM - 7:00 PM
Financial Planning for the Yale LatinX Community
La Casa Cultural and Sherwood Financial Group are offering a free, 7-part Workshop Series covering all aspects of Personal Financial Planning. We welcome Students, Staff, Post Docs, Faculty, and Alumni. It will be held on last Tuesday of each month at 5:30-7pm in HQ 134. While this is a hybrid event, in-person space is limited to 40 as we will work in groups. Light dinner will be provided. Complete this form to register for entire series. Registration deadline: Sep 20.
Elisabeth Anton, YC ’89, is President of Sherwood Financial Group. She designed Plan 2 Prosper for the Yale LatinX Community. After Yale, she completed her MBA in Finance at Wharton Business School. Her banking experience includes Merrill Lynch in London, Credit Suisse in Madrid, and HSBC in Dubai. She is a licensed Investment Advisor Representative with a Series 7, Series 63, and Series 65.
Topics to be covered:
1.Your $$ Story | Sep 27
2.Cash Flow Management | Oct 25
3.Credit/Debt Management | Nov 29
4.Investing Strategies | Jan 31
5.Retirement Strategies | Feb 28
6.Estate Planning | Mar 28
7.Charitable Planning | Apr 18