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Plan to Prosper at Yale & Beyond #2 Investing 101

April 16 @ 8:00 AM - 5:00 PM

YLAN Plan to Prosper

1stGenYale is proud to host Elisabeth Anton ’89 on Session #2 – Investing 101
Apr 28, 2022 07:00 PM EDT

Welcome to our second session in our inaugural Personal Financial Planning series, co-sponsored by Yale Club of Washington DC, Yale Latino Alumni Network & Yale Fin for alumni & students.

Register separately for Session #3, Retirement Strategies, May 26, 2022, 7-8pm ET – https://tinyurl.com/1GY22RetirePlan.

Elisabeth Anton, ’89 Silliman, a proud 1st-Gen/Low-Income alum, earned an MBA in Finance from Wharton and has extensive banking experience with Merrill Lynch (London), Credit Suisse (Madrid) & HSBC (Dubai). She understands the unique challenges facing underserved communities and leverages lessons from her own financial journey to offer financial coaching & investment advisory. She is the Founder & President of the Sherwood Financial Group – and a licensed Investment Advisor Representative with a Series 7, Series 63 & Series 65.

Folake Fadayomi ’18 MBA, a consultant has extensive experience in leading insurance transformations. She serves on the Yale Club of Washington DC Board and leads the club’s Diversity Equity & Inclusion committee.

Albert Lee ‘22 (FC), a proud first-gen low-income student, is an economics & computer science major. He works as a paraprofessional for the Sherwood Financial Group.

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.

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Date:
April 16
Time:
8:00 AM - 5:00 PM
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