2017 ALPFA Boston Chapter
Your Financial Picture
2017 Financial Literacy Event 1
For the past few years ALPFA Boston has organized events to provide its members and affiliates with an opportunity to network and interact in a professional environment. Our intention is to provide our members an opportunity to expand their network and for Corporate Partners to maximize the value of the partnership. We want to facilitate a mutual beneficial relationship leveraging the caliber of talent within our membership base.
To ensure the satisfaction of our members and promote growth within our region, ALPFA Boston has created a Financial Literacy Series. The first event of this series will help our audience figure out where they stand financially. This is a key component in building a financial foundation. The ALPFA Boston’s Investment team will bring together a panel of experts to help our members understand the value of understanding their financial picture. The topics covered will be cash-flow management, strategies to eliminate debt, and setting goals. Financial planning can both daunting and complex, but with the help of our experts, we believe our members will feel more comfortable about the concept.
5:30 - 6:30 PM Registration and Networking Reception
6:30 - 6:35 PM Welcome Remarks- Enna Jimenez, ALPFA Boston Chapter President
6:35 - 6:40 PM Opening Remarks: New York Life –Boston GO Senior Manager
6:40 - 6:45 PM Introduction to Financial Education Series – Hervert Mendez, ALPFA Boston VP of Investments
6:45 - 7:30 PM Lecture - Carl Nickerson and Diego Portillo
What is Financial Planning?
- Assessing your personal situation
- Figuring out where you stand financially
- Income Vs. Expenses
- Assets Vs. Liabilities
Assess where your money is going
Starting your personal planning
7: 30 - 7:50 PM Q&A
7:50 - 8:00 PM Closing Remarks - Nelson Franjul, ALPFA Boston Investments Co-Chair
To educate our members about the value of checking their finances
To illustrate the importance on how our members can benefit from understanding how their spending habits control their financial future
To help our members understand how to begin to eliminate liabilities