Gerstein Fisher Finance Workshop

Workshop: Raising Financially Independent Kids

Wednesday, July 28, 2010
6:00 PM - 8:00 PM
The Levin Institute, 116 East 55th Street New York, NY 10022

Against the backdrop of the toughest job market in recent memory, many parents are struggling to strike a balance between providing the near-term financial support their young adult children need and cultivating their longer-term financial independence.

On July 28th, from 6:00pm-8:00pm , Gerstein Fisher will host a workshop that brings parents and their children (ages 17-24) together for an evening of discussion and financial education. Parents, grandparents, educators, young adults and anyone who interacts with children will benefit from this session.



Parents will learn:

What "financial independence" means today

How to communicate to their children what it means to be financially independent and what it will take to get there

How to determine how much support they can and should provide while their children work to establish themselves financially

Young adults will learn:

How to create a systematic plan for translating their passions into a career

How to build and maintain a career/job search network

Tips for surviving financially in the real world

Details are as follows:

We welcome your questions via email prior to July 28 (email to Naysa Goldberg at ngoldberg@gersteinfisher.com ). We will make every effort to address these questions during the workshop. We also encourage you to invite any friends and/or family members and their children who may benefit from participating in this educational event.

AboutGregg S. Fisher
Gregg S. Fisher is President and Chief Investment Officer of Gerstein Fisher, an independent, full-service financial advisory firm that he founded in 1993. Mr. Fisher was a pioneer in introducing fee-based planning and asset class investing to individuals, believing that they deserved the same caliber of investment advice, products, and services historically afforded only to ultra-high net worth investors and large institutions. He is a frequent guest on CNBC and a regular contributor to Forbes. Gregg's market views have been quoted in The New York Times, The Wall Street Journal, BusinessWeek and Forbes among others.

About Sharon Dougherty
Sharon Dougherty is the CEO and career expert at groovycareers.com, where she helps young people match their passions, gifts, and talents with careers they will truly enjoy. She is also the CEO of Priority Coaching where she offers coaching to executives. Her current and previous client list includes BMW, Forest Laboratories, Seamless Web, MetLife, JP Morgan Chase, SONY, Colgate-Palmolive, Estee Lauder, and many more. She has appeared on both television and radio. Sharon's work has been cited in both The Wall Street Journal and the New York Times.

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Target Case Competition 2010 Winners

School of Management Names Winners in Target Case Competition
(http://mgt.buffalo.edu/home/about/News/TargetCase2010)

BUFFALO, N.Y. -- A team of three seniors and one junior in the UB School of Management will share a $3,000 prize as winners of the fourth annual On Target Undergraduate Case Competition.

Assen Petrov and Tae Hyun Moon of Buffalo, Matt Stabel of Williamsville and Ho Wing Chan of Fresh Meadows, N.Y., comprised the winning team.

The competition, sponsored by Target, is intended to help undergraduate students hone their analytical, problem-solving and teamwork skills by proposing solutions to a real-world business challenge.

Fourteen teams representing 47 students originally entered the competition. For the final round of the competition on Feb. 26, the top five teams presented their analyses and recommendations for a case involving how Target can improve its merchandise and sales in home-industry products, as that category has faced declining revenues for the last decade.

Five individuals from Target served as judges for the final presentations: Peter Firestone, district facilities manager; Randy Joseph, district team leader; Caitlin McCraken, assets protection business partner; Ben Gregory, store team leader; and Adam Fatzinger, investigations team leader.

Minneapolis-based Target Corporation (NYSE:TGT) serves guests at more than 1,600 stores nationwide and at Target.com. Target is committed to providing a fun and convenient shopping experience with access to unique and highly differentiated products at affordable prices. Since 1946, the corporation has given 5 percent of its income through community grants and programs like Take Charge of Education. Today, that giving equals more than $3 million a week.

The Wall Street Journal has ranked the UB School of Management No. 9 in the nation among schools with strong regional recruiting bases. In addition, BusinessWeek has ranked the school as one of the country’s top 5 business schools for the fastest return on MBA investment, and Forbes has cited it as one of the best business schools in the U.S. for the return on investment it provides MBA graduates. For more information about the UB School of Management, visit mgt.buffalo.edu.