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Freelancer's Financial Brunch
Clyde Frazier's Wine & Dine

OCT 28, 2018

NYC

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The Event

Clyde Frazier's Wine & Dine

485 10th Avenue

New York, NY 10018

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

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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. 

 

www.giaccapital.com

www.jpgaccounting.com

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02

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03

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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.


https://attorney-newyork.com 

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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