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Money Matters: Securing Your Financial Future

About the Event

Wednesday, June. 7
6:30-7:45 PM ET

virtual event; open to all mentees, mentors, program alum, prospective mentees & mentors, parents, guardians, educators, community based organizations, companies, and the public

What is something many of us were told is not polite to talk about? Here’s a hint: It’s green and it starts with a capital M. Money is funny. Some believe we each have at least one “money memory” from childhood informing our current financial decisions. We’re rarely given the opportunity to discuss it…and let’s face it: money matters. The messages we send our loved ones about fiscal responsibility matter more.

Join us for a candid conversation about finances—the ultimate family affair. In this Q&A style workshop—the second installation in our Financial Literacy Series—attendees will have the chance to ask UBS Managing Director, Shlomi Yedid about all things money. From savings, to transfer of wealth, asset allocation, and retirement, walk away with the “wealth” of knowledge you need to secure the financial future you want!

This is a family-friendly event.

Date June 7, 2023
Time 6:30 PM – 7:45 PM EDT
Event Categories Writing Works Workshops
Open to All Mentees, All Mentors, GWN Staff, Program Alum And The Public

Shlomi Yedid

Facilitator

UBS Managing Director Shlomi Yedid takes a broad-based and holistic approach to wealth management as he helps individuals and families…
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Facilitator

Shlomi Yedid

UBS Managing Director Shlomi Yedid takes a broad-based and holistic approach to wealth management as he helps individuals and families…

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Wed 07
Writing Works Workshops Wednesday, June 7 – 6:30 PM – 7:45 PM EDT

Money Matters: Securing Your Financial Future

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