February 26 2019

Financial Planning Dinner Program

The Marble Loft (274 Fifth Ave)
Tuesday, February 26, 2019
6:00 pm – 8:00 pm

"Get Happy About Your Money"

Speakers: Sara Stanich, CFP, CDFA, Liz Sylvan, CFP of Cultivating Wealth

Marble is pleased to announce the return of our “You and Your Money” financial planning program. Many people seek professional advice on how to earn, save and invest their money. But when it comes to spending it, most people just follow their intuitions. Scientific research shows that those intuitions are often wrong. All are welcome.

Sara Stanich, CFP, CDFA and Liz Sylvan, CFP of Cultivating Wealth, a fee-only Registered Investment Advisory, discuss the intersection between psychology and financial decisions, and explain why you can get more happiness for your money by following five principles, from choosing experiences over stuff to spending money on others.

Cost $12, includes soup & salad and materials.

Click here to register by Sunday, February 24. Or sign up Sundays after worship at the Women’s Ministry table in the Loft. For information, contact Don Piper.

Sara Stanich is a Certified Financial Planner practitioner, Certified Divorce Financial Analyst and owner of The Stanich Group, a fee-only registered investment adviser. She received her MBA and Bachelor of Arts from New York University. Her firm provides financial planning advice and investment management services to clients focused on achieving their financial goals. These goals may include planning for retirement, optimizing an investment portfolio, buying a home, saving for a child’s education, increasing tax-efficiency, or simply financial independence and building wealth. She also provides consulting services regarding the financial issues of divorce, working with individuals, couples, attorneys and mediators to help define the financial issues of their case; understand the implications of different settlement options, and ultimately reach closure.

Before joining The Stanich Group, Liz Sylvan worked as an Associate Financial Planner at Luesink Stenstrom Financial, a fee-only firm in Manhattan. She has provided pro bono financial planning through the Borough of Manhattan Community College and the Financial Planning Association’s Financial Planning Day events at the New York Public Library. She received her certificate in Financial Planning from Northwestern University. Prior to her career in finance, Liz spent a decade in the non-profit sector. As a nonprofit professional, Liz served as Director of Development at Sustainable South Bronx and also held positions at the Crohn’s & Colitis Foundation of America, and DOROT, a social service agency for the elderly on Manhattan’s Upper West Side.

Sponsored by the Women's Ministry.

All-Church Event   Speaker   Women's Ministry