Wednesday, June 30, 2010

Gerstein Fisher Finance Workshop

gregg fisher

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.

Sharon Dougherty

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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