Theme for January 27th: "A Simple Way to Have a Better Financial Year"

Money needs direction - literally. It needs to know the job you are expecting it to do, especially since it has so many "jobs."

It has the job of being there in the future through how you save and invest.
It has the job of financing your lifestyle - aka, paying for your responsibilities and desires.
It has the job of fueling your life through how much you earn and how you earn it.

A key tool for giving your money direction is a financial plan.

And it can be as simple as one-page!

Yet, far too many people avoid (or dare I say "hate"?!) creating one.

For some it is because they think it's hard, cumbersome and time-consuming. For others, they freeze because they become overwhelmed by the numbers. And then there are those that don't even know where to begin.

During this dinner, we'll walk through a simple, yet profound process so that you'll leave with your one-page financial plan in hand! Imagine that!! Imagine kicking off the year with clarity about what you want; where you are; and what is needed to close the gap -- and, in so doing, defining money's role in making it all happen.

Please note: The restaurant is in midtown nearby all major transportation hubs (Penn Station, Port Authority and Grand Central).

Click here for the 2020 schedule.