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Financial Planning For Young Professionals

StartingBloc + CSI + Nexus

Tuesday, October 19, 2010 from 6:00 PM to 8:30 PM (EDT)

Financial Planning For Young Professionals

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Event Details

StartingBloc Presents

Financial Planning For Young Professionals


Hosted by :: MetLife

Facilitated by :: Donna Desideri, MetLife, and Garrett Carlough, Principal Financial Group

Tuesday, October 19, 2010 // 6-8:30pm // Includes Dinner

$20 for Fellows // $25 for non-Fellows


The economy is in recovery.  Maybe. We’ve been told that we’re supposed to save money for grad school or for that special purchase, but more often than not, we make excuses. Later, next month, next year… 

Regardless of your current stage in life, being a good financial planner is what enables you to quit worrying and focus on the important stuff. After all, how can you enjoy the sunshine on that Thai beach if you're fretting about the price of your flight home?

So - are your finances in order? What do you need to know? If you want to do something big in the near future – grad school, career change, launch an enterprise - what do you need to plan for now?  

Yeah, it can be a little overwhelming. Like reaching any goal, reaching your financial goals takes careful planning.  This workshop will examine all of the financial issues that you're facing now, and what the solutions look like.

In this workshop, we’ll focus on the nuts and bolts of a successful financial life:

·       Saving and Budgeting

·       Investing and Risk Management

·       Buy-Sell Agreements

·       Key Person, Disability and Business Overhead Insurance

·       Retirement Planning

·       …and any other questions you might have about personal and business finance


6:00-6:15pm :: Welcome from StartingBloc

6:15-7:00pm :: Personal Planning and Entrepreneurial Finance

7:00-7:45pm :: Dinner Conversations with Attendees and Speakers

7:45-8:30pm :: Long-term Retirement Planning

Why dinner? :: BuildingBloc programs are all about building skills and building relationships. What good is an idea and a toolkit without a network of supporters to help make it happen? In addition to our featured educators, we believe in unleashing the collective knowledge in the room through serendipitous conversations. We facilitate these connections over dinner so attendees will leave with the most important resource out there – connections to great people.







About MetLife :: MetLife, Inc. is a leading provider of insurance and other financial services to millions of individual and institutional customers throughout the United States.

About StartingBloc’s BuildingBloc Workshops :: Building Skills. Building Relationships. BuildingBloc Workshops provide social innovators with the continuing education, training and network they need to create greater impact. We partner with individuals, corporations, organizations and graduate schools to make these workshops available to our community.

Have questions about Financial Planning For Young Professionals ? Contact StartingBloc + CSI + Nexus
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When & Where

260 Madison Avenue, 10th floor
New York, NY 10016

Tuesday, October 19, 2010 from 6:00 PM to 8:30 PM (EDT)

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StartingBloc + CSI + Nexus

StartingBloc is a global community of 1,900 young social innovators from the public, private, and nonprofit sectors. This life-long Fellowship program educates, inspires, and connects leaders to drive cross-sector social innovation. 


The Centre for Social Innovation is home for a diverse community of people and organizations that are creating a better world.


The Nexus is an international network of more than 1000 young philanthropists, social entrepreneurs and influencers who work to increase and improve philanthropy and social impact investing.  The network collaborates to advance the potential of next generation leadership across nations and sectors as well as to bridge communities of wealth and social entrepreneurship for dialogue, group problem solving and education. 


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Financial Planning For Young Professionals
New York, NY Events Class

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