Planning for the Future: An Introduction to Financial Planning Tools with Q&A Time
Charelene Ray shares:
It seems that the world is spinning faster, that it is difficult to make sense out of it, with vestiges of the latest pandemic, war in the Ukraine, ramping inflation and the impact of climate on our lives. How can anyone concentrate on the future when the present is so turbulent?
You are invited to join some NYQM Friends for an evening with Anthea Perkinson (see her bio below), who has a passion for financial planning and looking into that crystal ball called the future. Financial options get complicated quickly; this is a great opportunity to ask questions, to chat with each other, and enjoy some refreshments.
The financial workshop is organized by the NYQM working group, Concern for Quaker Living (CQL), and will be given on, Thursday, October 20, 6:30-8, Room 1, at 15 Rutherford Place. Please join us in person or on zoom.
As space is limited to 20 people, if you plan to attend in person, please RSVP by email to email@example.com by Monday Oct 17, along with any questions or concerns. This will help us plan!
And if you plan to attend virtually, please RSVP to firstname.lastname@example.org to get the zoom link, several days ahead.
We hope to see you there!!!
Here’s Anthea’s bio: Anthea Perkinson CFP®, EA, RMA®, founder and principal at Monterey Associates and the Director of Content Development for Money Made Simple, a New York City based nonprofit organization dedicated to high quality, free financial literacy education*. Prior to founding Monterey Associates, Anthea worked in retail financial services for 25 years. Most recently as a vice president at AXA Equitable Life (now Equitable Life Insurance Company) responsible for strategic account management for sales of annuities, life insurance and mutual funds through banks and independent broker dealers. Anthea is a past president of the Financial Planning Association of New York and a former Co-director of the chapter’s Pro Bono Committee, which provides financial literacy education and counseling to underserved populations in New York City. As a frequent speaker on personal finance topics, she has presented to audiences at nonprofits including Career Gear, Project Renewal, Dress for Success, Working in Support of Education (W!SE) and Sanctuary For Families. She has conducted classes on personal finance topics at NYU, the Borough of Manhattan Community College, Westchester Community College, The New School, St. Bart’s Church, the West Harlem Development Corporation and Eastside House.