Freelancer's Financial Brunch
Clyde Frazier's Wine & Dine
OCT 28, 2018
NYC
The Event
Clyde Frazier's Wine & Dine
485 10th Avenue
New York, NY 10018
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Join our panel of financial experts as we help educate entertainment professionals and freelancers on how to lower debt, save for retirement, apply for home loans and so much more.
The Speakers
04
FEATURED INDUSTRY EXPERTS
01
Barbara Ginty, CFP
Planancial
Barbara Ginty is a NYC based entrepreneur who owns a private wealth management firm and is the founder of Planancial which offers online classes and a podcast to help you learn how to take control of your finances and become future rich. https://www.planancial.com.
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James Giacopelli
CEO, Giac Capital
NY based Accountant and CEO of Giac Capital, a private investment fund focused on investing in “For Purpose” companies and entrepreneurs. James works primarily with Entrepreneurs, Small Businesses, and individuals in the Arts and Entertainment industry.
02
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03
Leslie Tayne
Financial Attorney, Tayne Law Group
Leslie Tayne is a New York City-based lawyer ready to answer all your questions about how to tackle student loan debt and credit card debt.
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Rosemarie Dios, CFP
Financial Advisor
Financial Planning done the correct way is a lot of one on one. For 36 years, I've helped my clients identify and set their personal goals so their lives are balanced and more meaningful- that’s our definition of wealthy. We educate our clients along the way and their children to engage the next generation.
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04
Agenda
OCT 28
12:00 PM-3:00 PM
12:00
Check-in
12:30
Brunch
1:30
Q & A
2:30
Networking
3:00
Wrap-up