Financial Strategies 101: Making the Most of Your Money Workshop (FREE)

New York, NY

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Event Details

As we run our busy lives, we seldom have the time to manage our finances nor to learn more about financial planning. And if we do get the time, we are just flustered with information overload. Don't you just wish things were easier to understand and implement? Join us on August 22, 2013 from 6-8pm at the Philippine Center Annex Room for a "Financial Strategies Workshop 101", to learn why everyone, young or 'experienced', rich or getting by, single or not, needs financial planning. Take advanta...ge of this opportunity to determine how you can reach your financial goals for your family and for yourself!
 
Date: August 22, 2013 (6-8 PM)
Location: Philippine Center Annex Room, 556 5th Avenue, New York, NY

 

Light refreshments will be served.

In view of limited seating, we are requesting everyone to register at http://financialstrategies101.brownpapertickets.com/

Regards,
Lorraine Reyes
AXA Advisor/Jaycees Member

Loren San Diego
Supervising Officer - 2013 IDVP

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SPEAKERS:

BRUCE A. MAIER joined AXA Advisors in 2008 as a financial consultant, after being a client of the firm since 1992. Previously, Mr. Maier was a Managing Director with AIG Global Investors where he was responsible for managing the company’s $18 billion Matched Book Investment Portfolio.  Prior to joining AIG, Mr. Maier was the portfolio manager for TIAA Global Markets  and Director in the Securities Division of TIAA-CREF specializing in asset backed securities and structured products.   Previously to joining TIAA, Mr. Maier was a Managing Director at Structured Finance Advisors (SFA) responsible for the purchase of asset backed securities for its members’ base comprising eleven insurance companies.

Mr. Maier has over 33 years of experience in fixed income investing and consulting. Prior to SFA, Mr. Maier worked 8 years on the investment banking side of the securities business, including a three-year period as the Head of Asset Backed Research for Smith Barney, Inc. He began his investment career as a private placement analyst at Prudential Insurance Company in 1976, and subsequently broadened his experience to include public bonds, mortgage-backed securities and problem loans with Paul Revere Investment Corp. and Home Life Insurance.

Mr. Maier obtained a B.A. in Economics from City College in New York and a M.B.A. in Finance/Accounting from the NYU Graduate School of Business.

 

ELEONORA ANASTASIA SCIOPU is a Vice President at AXA Advisors and was ranked as one of the top ten AXA Advisors' district managers in the country in 2012. Eleonora holds an MBA from Fordham Graduate School of Business and a Bachelor's Degree in English and Theater Arts from Rutgers University.



LORRAINE REYES is a Financial Professional at AXA Advisors. She holds a Certificate in Financial Planning from Kaplan University and a Bachelor's Degree in Business Management with specialization in Entrepreneurship from De La Salle University - Manila.