Donate Now | Print Page | Contact Us | Sign In | Join Now
ALPFA Boston - Financial Education Series #1
Tell a Friend About This EventTell a Friend
 

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

4/4/2017
When: 4/4/2017
5:30 PM
Where: Inquilinos Boricuas en Accion (IBA)
85 West Newton Street
Boston, Massachusetts  02118
United States
Contact: Adriana Mesia


Online registration is closed.
« Go to Upcoming Event List  


 

 

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

Speakers Bios

Carl Nickerson

Carl Nickerson, registered representative with New York Life Securities, is a financial services professional with over 15 years of experience in accounting, financial operations, retirement planning, life insurance and wealth management. Carl was born and raised in Jamaica Plain MA and has strong ties to the local community. In 2016 Carl became a member of the Executive Council, Members of the Executive Council are among the most successful of New York Life’s elite sales force of [12,000] licensed agents. 

Carl is a cancer survivor and developed a strong sense of purpose and giving back. He is actively involved in raising awareness of importance of self-examination and fund raising in collaboration with the Jimmy Fund, Dana Farber and the Boston Department of Public Health, Recipient of the Wittier Street Health Centers 2016 Men’s Health Champion Award for his cancer awareness and community outreach in helping build healthier families One Man at a Time!

Diego Portillo

"Most people don't plan to fail: they fail to plan." John L. Beckley

Diego is an Agent with New York Life Insurance Company and Registered Representative with NYLife Securities, primarily focused on working with the Latino Market. Diego deeply believes that to be the best possible Agent, it is not only important to get to know his clients – their hopes, dreams and goals for the future – but also to urge them to plan and to take action. Diego began working with New York Life after seeing the devastating effect that the loss of the primary bread winner had on an acquaintance’s family.

Prior to joining New York Life, Diego spent most of his career in strategic analysis and consulting. Diego worked as Senior Market Analyst for the Latin American Automotive Industry for Global Insight, as market consultant for various small and medium-sized companies and non-profits, and served as Dean of Corporate and Community Education at MassBay Community College. He holds a B.S. in International Economics from Suffolk University and an M.S. in International Economics and Finance from Brandeis University. More importantly, he brings his depth of strategic analysis to each client’s situation.

Diego was born in Argentina, and grew up in Latin America, Africa and Europe before he settled in Boston over 20 years ago. He is an active member of the Boston community, and is involved with a number of Latino and civic organizations. Diego is a recovering rugby player, Spartan racer and ski instructor, but he still enjoys a wide range of hobbies and pastimes.

 

Event Partner

Please be advised that photographs will be taken at this event for use on the ALPFA website, social media, marketing materials, and other publications. By registering for this event, you consent to ALPFA’s photographing and using your image and likeness.