Chicago - Financial Life After Yale

Chicago - Financial Life After Yale
Date: 
Tue, 01/12/2016 - 6:00pm - 8:00pm

FINANCIAL LIFE AFTER YALE:
A FINANCIAL PLANNING SEMINAR

Tuesday, January 12, 2016

Morningside Inc.
22 W. Washington | Chicago
6 - 8 pm

Light refreshments will be served

Join alumni from Yale, Harvard, and Princeton in a financial planning seminar led by Steve Blum '74, AYA Senior Director for Strategic Initiatives, and John Caserta '01, Managing Partner of Caserta & de Jongh, LLC.

This seminar will explore a range of topics in personal finance including:

  • Understanding debt
  • Budgeting
  • Investment planning
  • Retirement planning
  • Employee benefits
  • Creating a Financial Plan

This event is free, but let us know if you are coming.

REGISTER HERE


John Caserta ’01 is a Davenport alum and a New Haven based financial planner. Branford Resident Fellow Steve Blum ’74 is a CPA and former investment banker. A loyal alum and Yale parent, Steve serves as Senior Director of Strategic Initiatives of the Association of Yale Alumni. Steve facilitates Leadership workshops; co-founded STAY (Students and Alumni of Yale); and directs Careers, Life, and Yale programs and events (go to www.careerslifeyale.org ). John and Steve will discuss a special interest of theirs: financial literacy.

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