Raise your hand if 2020 and the latest stimulus package has left you wondering about what you should or could be doing with your finances. Join BostonYPA member, Erica Mellone, CFP, for an exclusive webinar curated for young professionals. Erica started her practice in 2008, and has now been through an entire market cycle, with experience and guidance to share.
Do you think you don’t make enough or have enough to access financial advice? Think again. Erica sees the value in making great decisions when we are young, and has offered to share her knowledge. The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Financial planning requires discipline and patience. But it doesn’t have to be difficult.
In this seminar on Financial Planning, you'll learn:
How to manage student loans and other debt
With loan relief ending, what are your options?
Investment basics including understanding your 401(k) and Roth IRA options
How to identify financial goals, time horizons, and risk tolerance
AMA Session - privately submit questions for Erica to review in this session.
You'll also be emailed an Investments Basics workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.
Members, check your email for complimentary registration.
If you have any questions you’d like to make sure are covered, please include them in your RSVP. We’re limiting capacity to 25 young professionals, this session is not intended for financial professionals.
Webinar will be held on Zoom.
Additional Details:
Erica can be reached at 781-446-5036 or emellone@centinelfg.com or 160 Gould Street, Suite 212, Needham Heights MA.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.