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Webinar: Personal Finance 101
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This webinar features fundamentals of personal finance and a discussion on how to identify goals, understand debt, determine emergency fund needs, and develop saving strategies.

7/9/2020
When: Thursday, July 9, 2020
1:00pm - 2:15pm ET
Where: Zoom Webinar
United States
Contact: Monica Valenzuela
646-405-8059


Online registration is available until: 9/9/2020
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Personal Finance 101

Live Webinar

Thursday, July 9, 2020
1:00pm - 2:15pm ET

Description

Understanding managing your personal finances is always important.  However, with the current economic climate and its reductions in salary and layoffs, knowing more is vital.  Participants will learn how to identify personal financial goals, understand debt, determine emergency fund needs, and develop and implement saving strategies. At all stages of life it is important to take stock of your current financial situation and plan for the future.  The arts workforce does not always have direct access to learn about managing personal finances from experts, and this is an excellent opportunity to do so.

  

Speakers

Listed Alphabetically

 

 

 

Debbie DiVito, Director and Private Banker, Citi Private Bank

Debbie DiVito is responsible for providing personalized wealth management strategies to high net worth individuals, their families, and their businesses. As the principal contact for her clients’ financial needs, Debbie works closely with a team of experienced specialists with expertise that spans banking, financial planning, investments, customized credit strategies, and estate planning. She holds a Master’s degree in Accounting from The University of Virginia, and has three undergraduate degrees in Finance, Multinational Business Operations, and Spanish from The Florida State University. Debbie is a Certified Public Accountant and holds Series 7, 66, and 79 FINRA licenses.

 

 

 

Avani Ramnani, Director of Wealth Management and Financial Planning, Francis Financial

Avani Ramnani has 16 years of experience in the financial planning industry and an additional six years of experience working in strategy consulting. Over her extensive career, she has developed expertise in the areas of tax planning, financial planning, and investment management. She has earned the Certified Financial Planner™ and Certified Divorce Financial Analyst® designations. She completed her financial planning educational certification from the College of Financial Planning in Denver. She holds a Bachelor’s degree in finance and an MBA with a specialization in finance from one of India’s top 10 business schools.

 

   

Marina Rodriguez, Vice President and Financial Planning Analyst, Citi Private Bank

Marina Rodriguez is dedicated to developing and delivering comprehensive financial planning strategies to address clients’ wealth management goals around cash flow needs, estate planning strategies, asset allocation positioning, retirement goals and education planning. She brings over 14 years of experience in wealth management, having worked at Sontag Advisory, City National Bank, Wells Fargo and U.S. Trust earlier in her career. Rodriguez received her Bachelor of Arts in Economics from New York University. She is a Certified Financial Planner™ and holds Series 7 and 66 FINRA securities licenses.

 

The program is organized and presented by the Association of Art Museum Curators (AAMC) Foundation.The information presented here is subject to change without notice. The organizers assume no responsibility for any errors that may appear here, and in no event shall the organizers be liable for incidental or consequential damages arising from use of this document or other program-related material. This document and parts thereof must not be reproduced or copied without the organizers providing written permission, and contents thereof must not be imparted to a third party nor be used for any unauthorized purpose.

All registrations are non-refundable.


 

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