How to Create the Ideal Money Blueprint When Life is in Flux!
Date:
Thursday October 6, 2022
Time:
4:30pm - 5:45pm US/Eastern GMT-4:00
Location:
zoom
Directions:

Meeting capacity:

300

Suggested Donation:

Agenda:

Please join me in a conversation with Rochelle Odesser to cover the following topics: 

Life Changes, Career Changes, Money Changes. How to Create the Ideal Money Blueprint When Life is in Flux!

We will discuss:

  1. Understanding your relationship to money on a personal level
  2. What are the pieces of your money pie
  3. Who is your consigliere
  4. Defining your goals and the roadmap to get there

Rochelle will discuss these matters using real life examples of clients’ experiences (with names changed to protect the innocent) and prepare you to be the Master of your Universe.

 

Zoom Meeting.  The link for the session will be distributed the week of the meeting.

 

Rochelle Odesser 

https://www.linkedin.com/in/rochelle-odesser-money-and-wealth-navigator-guiding-execs-in-career-change-7b10a19/

Rochelle is a CFP and holds securities and insurance licenses in multiple states.  She is with an independent financial services firm Madison Planning Group and Madison Advisory Services, an RIA.  She has worked for firms, such as Ameriprise, UNUM and Ernst & Young, advising government and public company employees on pension options, employee benefits and retirement planning.  “I work with executives and professional in career transition a blueprint to uplevel and transform their relationship to money to have purpose and prosperity in their next chapter.”

 

Erin Bengtson-Olivieri | Chair Asset Management SIG | Moderator.  https://www.linkedin.com/in/erin-bengtson-olivieri/

 

ERIN BENGTSON-OLIVIERI - is a strategic senior finance leader and business partner with extensive experience in transformation, maximize performance and growing organizations.  She was most recently CFO at AllianzGI US and held various CFO and leadership roles Deutsche Bank and D.E. Shaw.  Erin has worked across a variety of business models (asset/wealth/investment management and hedge funds) in both project and line roles.  She started her career at Grant Thornton focusing on financial services. Erin has a BA in Accounting from Hofstra University.

 

 

 

 

 

For meeting information, please contact:

Erin Bengtson-Olivieri

(917) 660-5909
Attendees
37
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