1stgenyale plan to prosper

Plan to Prosper at Yale & Beyond

Mar 31, 2022 07:00 PM EDT

1stGenYale hosts Elisabeth Anton ’89.

Welcome to our ‘Personal Financial Planning’ program, moderated by Folake Fadayomi ‘18 MBA SOM. The events is co-sponsored by Yale Club of Washington DC, Yale Latino Alumni Network & Yale Fin for alumni & students from across all schools. 

Once registered, you are signed up for Part 1 today.
1. Credit/Cash Flow Management – Participants learn how to manage their budget, determine discretionary income & manage credit cards.

Please register separately for Parts 2 & 3 below:
2. Investing 101 – April 28, 2022, 7-8pm ET.
Participants learn how to use investments to grow their wealth – on any income.

3. Retirement Strategies – May 26, 2022, 7-8pm ET.
Participants learn strategies available to grow retirement wealth.

Elisabeth Anton, ’89 Silliman, is a proud 1st-Gen/Low-Income graduate with an MBA in Finance (Wharton Business School). Banking experience includes Merrill Lynch (London), Credit Suisse (Madrid) & HSBC (Dubai). She is a licensed Investment Advisor Representative with a Series 7, Series 63 & Series 65.

Elisabeth understands unique financial challenges facing underserved communities. Leveraging lessons of her own financial journey, she uses a blend of financial coaching & investment advisory to help clients with personal financial planning. For information, email Elisabeth@sherwoodfinancialgroup.com.

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, 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.