New York - Financial Life After Yale: A Money Seminar for Current Students and BOLD Alumni

New York - Financial Life After Yale: A Money Seminar for Current Students and BOLD Alumni
Date: 
Tue, 07/08/2014 - 5:30pm - 7:30pm

A Money Seminar for Current Students and BOLD Alumni

TUESDAY, JULY 8, 2014 ~~~ 5:30-7:30 pm

PAUL | WEISS ~~~ 1285 Avenue of the Americas (between 51st and 52nd)

Led by Steve Blum ’74, AYA Senior Director for Strategic Initiatives
Q&A with John Caserta ’01 (a trained financial planner)
Hosted by Les Fagen ’71

  • FREE EVENT for Yale-in-New York students and “Bulldogs of the Last Decade,” but…
  • SPACE IS LIMITED and your name must be on the building security list, so…
  • PLEASE PRE-REGISTER: https://www.surveymonkey.com/s/NYCJuly2014

More specific instructions for which floor/conference room will be provided in a reminder email. Bring a photo ID and check in at the security desk in the lobby. Snacks, soda and water will be provided at the session.

 ABOUT THE SEMINAR:

  • What are useful budgeting tips?
  • How can I learn to save and invest?
  • Can financial rules of thumb help?
  • What affects my credit score?
  • How do taxes impact these things?
  • ETFs, IRAs, HSAs, Roth 401k’s, 529s…how might they fit into my plans?

If you’ve ever wanted to know more about money, you won’t want to miss this session!

 ABOUT STEVE BLUM ’74, JOHN CASERTA ’01 and LES FAGEN 71:

Steve is a CPA and investment banker, and an enthusiastic Branford ’74 alumnus (and Yale parent). A few years ago, Steve returned to Yale to serve as the Senior Director of Strategic Initiatives of the AYA (Association of Yale Alumni). In his short time back, he has helped create Student Leadership Forums, organize Yale’s first-ever residential college reunions, and co-found STAY (Students and Alumni of Yale). We’re thrilled that he’s agreed to discuss a special interest of his: financial literacy. So far, over 1,300 Yalies have taken part in over 50 sessions.

John is a trained financial planner with his own firm in New Haven. A dedicated alumni volunteer who believes there is much for us all to learn about money, John has teamed with Steve and other alums to spread the word – on and off campus. He’s made himself available for follow-up questions.

Our host Les Fagen has helped run Paul Weiss for decades. A legendary lawyer who Captained the Fencing team while at Yale, Les provides support and wise counsel to Yalies on and off campus, has spoken at Yale’s Leadership Forums, and serves as an alum-advisor to STAY.

 

PROGRAM PARTNERS:

Association of Yale Alumni   |   Yale Alumni Fund   |   Yale-in-New York (Undergraduate Career Services)   |   STAY (Students and Alumni at Yale)   |   YAANY (Yale Alumni Association of New York)   |   YaleWomenNYC

 

 

 

 

 

""