Select Page

The 2021 Financial Checklist

2021-01-28

The 2021 Financial Checklist

2021-01-28
Details
Date:

January 28

Time:

06:30 pm - 08:00 pm

Click to Register: https://www.eventbrite.com/e/the-2021-financial-checklist-tickets-130040078375
Organizer

The Financial Diet

Website: https://www.eventbrite.com/o/the-financial-diet-20266048204
The Studio at TFD presents The 2021 Financial Checklist, a workshop to help you reach your financial goals in the new year.

In this finance-forward, resolution-oriented workshop, Chelsea will pair with Lauren Anastasio, CFP® Financial Planner at SoFi, to run through the comprehensive checklist everyone needs to start their year off on a good note and finish strong, from budgeting to investing to income diversification. Rather than adopting a one-size-fits all mentality, this checklist would be adaptable to one’s own goals and feature plenty of sub-goals to make sure each one can be reached within the calendar year.

What Your Ticket Gets You:

  • Access to the full event (including a recording watchable at your convenience after the fact)
  • Participation in the live Q&A with Chelsea and Lauren
  • A downloadable checklist that outlines specific steps you should take to reach your 2021 financial goals
  • Access to early-bird pricing and discounts for upcoming events

Reminders:

This virtual workshop will take place from 6:30 pm – 8:00 pm (EST). Please make note of your time zone.

And, in case you can’t make it, a recording of the workshop will be sent to ticket holders after the event and remain available until February 26th.

About Chelsea Fagan:

Chelsea Fagan is a writer and the founder of The Financial Diet. She lives in Manhattan with her husband and dog.

About Lauren Anastasio, CFP® Financial Planner at SoFi:

Lauren is a Financial Planner on the Advice team at SoFi and spends her days providing financial education and advice to members. Prior to joining SoFi in 2017, Lauren was a Banker with J.P. Morgan’s Private Bank in Washington, DC. She is a Certified Financial Planner with an MBA from the University of Delaware and a Masters of International Business from La Grande Ecole in Grenoble, France.

Presented By:

About SoFi

SoFi helps people achieve financial independence to realize their ambitions. Our products for borrowing, saving, spending, investing, and protecting give our more than one million members fast access to tools. SoFi membership comes with the key essentials for getting ahead, including career advisors and connection to a thriving community of like-minded, ambitious people. For more information, visit SoFi.com

}

2021-01-28

You might also like

How to Prepare for Behavioral Questions at Product Design Interviews

How to Prepare for Behavioral Questions at Product Design Interviews

Ft. Minjun Chen, Product Designer at MicrosoftSpeaker: Minjun is currently a product designer at Microsoft, designing expressive multimedia experiences for Bing search. Prior to Microsoft, she worked at top tech companies, such as Amazon and Wayfair, working on a...

Career Recharge: Collaborating for Success

Career Recharge: Collaborating for Success

Using an experiential method, practice how to effectively collaborate in the workplace.This experiential workshop provides you an opportunity to engage in puzzles and riddles to develop critical thinking skills and build an understanding of group dynamics. You will...

Loading...
Share This