1stGenYale is proud to host our inaugural ‘Personal Financial Planning’ program in three parts. It is co-sponsored by the Yale Club of Washington DC, Yale Latino Alumni Network, and Yale Fin. Yale alumni and students from all schools are invited to attend.

After reading this invitation, once you have registered, you are signed up for Part 1.

1. Credit/Cash Flow Management –March 31, 2022, 7-8:30pm ET.
Participants learn how to manage their budget, determine discretionary income, and 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. Register: https://tinyurl.com/1GY22Invest101.

3. Retirement Strategies - May 26, 2022, 7-8pm ET.
Participants learn strategies available to grow retirement wealth. Register: https://tinyurl.com/1GY22RetirePlan.

About the Speaker

Elisabeth Anton, '89 Silliman, is a proud 1st-Gen/Low-Income graduate of Yale College with a BA in English, and an MBA in Finance from the Wharton Business School. Her banking experience includes Merrill Lynch in London, Credit Suisse in Madrid, and HSBC in Dubai. She is a licensed Investment Advisor Representative with a Series 7, Series 63, and Series 65.

As a member of 1stGenYale, Elisabeth understands the unique financial challenges facing underserved communities. Leveraging the lessons of her own financial journey, Elisabeth uses a blend of financial coaching and investment advisory to help clients with personal financial planning.

For more information, contact Elisabeth at the Sherwood Financial Group in New Haven, CT: [email protected].

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. 1stGenYale and Co-Sponsors do not give an opinion or recommendation as to these services.

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