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Plan to Prosper at Yale & Beyond
03/31/2022 @ 7:00 AM - 8:30 PM
A big thank you goes out to our own 1stGenYale Yalie Elisabeth Anton ’89 who kicked off our inaugural series – “Plan to Prosper at Yale & Beyond” tonight!
Our inaugural Personal Financial Planning program was moderated by Folake Fadayomi ‘18 MBA SOM with support from Yale College senior FGLI Albert Lee ‘22.
The 90-minute event was co-sponsored by Yale Club of Washington DC, Yale Latino Alumni Network & Yale Fin for alumni & students from across all schools. More shoutouts to Barb Protacio ‘81, VP, 1stGenYale and co-chair, 1stGenYale DC chapter and alumni member Erik Ndayishimiye!
Over 110 Yale alumni, students, and staff registered (63 participants) to learned about Credit/Cash Flow Management – how to manage their budget, determine discretionary income & manage credit cards.
In case you missed it, here is the recording – https://youtu.be/9bIxQo5rdyA.
Register separately for Parts 2 & 3 below:
2. Investing 101 – April 28, 2022, 7-8pm ET.
Participants learn how to use investments to grow their wealth – on any income. Register: https://tinyurl.com/1GY22Invest101.
3. Retirement Strategies – May 26, 2022, 7-8pm ET.
Participants learn strategies available to grow retirement wealth. Register: https://tinyurl.com/1GY22RetirePlan.
Over 40 Yalies already have registered for each of these next two events! Come join us!
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. Elizabeth is founder and 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, 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.