Actions and Detail Panel
Financial Planning & Investing 101 for Millennials
Thu, 20 October 2016, 5:30 PM – 8:00 PM EDT
Why should I consider investing over saving? What are the practical financial tips for young professionals? What ACTIONS can you take to grow money from small amounts? What should you know to plan a healthier financial FUTURE?
Pinkfolio, a financial education and planning app, is delivering a practical financial workshop for young professional. Not only will you get a chance to network and meet other amazing peers but you will also interact with various financial professionals to gain skill sets. Additionally, we will invite you to get EARLY access to the newly designed Pinkfolio app to reinforce what you’ve learned through a mobile app.
Speakers & Topics
Julie Hyunjoo Lee (Founder of Pinkfolio)
Make investing your life style: Julie will share practical tips to start investing such as index investing and dollar-cost averaging based on the lessons learned from interviewing money smart peers
Becky Quanxin Comer (Independent financial planner)
Financial planning steps for professional women
Reina Li (Wealth Management)
Diversification matters! - the importance of diversification for your daily investment and life
Nancy Wilson (CPA) Tax Q&As
5:30-6:00: Networking / Consulting
6:00-7:00: Presentation / Workshop
7:00-8:00: Q&A / Networking
We will have small biz finance 101 workshop on October 27 targeting entrepreneurs.
Send inquiries to email@example.com