Financial Education Seminar Series
Date: Tuesday, January 28
Time: 6:30 p.m.
Location: Gateway Center
Westchester Community College
75 Grasslands Rd
Valhalla, New York 10595
Looking for greater financial success in 2020? Learn how to build your money around your goals to achieve the life you want to live.
Focusing on what you want—whether you want to decrease your debt, get a new degree, drive a better car, take a vacation or simply build savings and investment balances—will make decluttering your finances simple!
Come learn proven strategies for taking control of your finances in 2020—along with a few handy phone apps and tips!
Anthea Perkinson, CFP, Principal at Monterey Associates, Director & content Developer for Money Made Simple, will present.
Following the presentation, there will again be an opportunity to participate in a 1:1 consulting session with a financial planner to answer any personal questions you may have about a financial topic of your choosing.
Additional information about Anthea: As an independent, fee only CERTIFIED FINANCIAL PLANNER™ professional serving clients in New York City and Westchester County, my focus is removing obstacles to financial success: student loan debt, consumer debt, inadequate savings, improper investments and basic disorganization. I am passionate about teaching people how to better manage their personal finances and developed the curriculum for the MoneyMadeSimple course (www.moneymadesimple.info) which has been teaching financial life skills through nonprofits in New York City.
Contact Information: Michelle Schleibaum