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ALPFA Boston - Financial Education Series #1
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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

 Export to Your Calendar 3/28/2017
When: 3/28/2017
5:30 PM
Where: Inquilinos Boricuas en Accion (IBA)
405 Shawmut Ave
Boston, Massachusetts  02118
United States
Contact: Adriana Mesia


Online registration is available until: 3/28/2017
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2017 ALPFA Boston Chapter

Your Financial Picture

Program Description

 

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.

 

Agenda:

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?

Setting goals

  • 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

 

Program Objectives

  • 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

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