When: Wednesday, December 12, 2018
Time: 6:00 PM Sign-In
6:15 PM to 7:30 PM Workshop
Have you ever wondered, am I saving enough for my child’s education? How about my retirement? What if I am disabled? This seminar is specifically designed for new and upcoming parents eager to learn how they can provide a secure financial future for their families. We will be addressing these questions as well as any other concerns you may have. Topics to be discussed include the following:
- College and education planning
- Overall financial planning
- Insurance needs
- Savings and retirement planning
About the Instructors
Paula Brancato brings to Barnum Financial Group over 25 years of experience as a senior risk consultant and investment banker. Her specialties include estate planning, and private business and personal financial management. She works with new parents, business owners and corporate executives, helping them prepare for the future.
Before joining Barnum Financial, Brancato built her advisory practice at Northwestern Mutual where she was a strategic advisor to the firm. She also served as Regional Vice President of Alpha Omega Capital Partners, investment bankers, Senior Manager at Deloitte & Touche working with private investors and hedge fund managers, Senior Vice President for Rogers Casey pension consultants, Vice President of Marketing and Product Development for Equitable Capital. She was also a derivatives expert and senior consultant with McKinsey & Company, Morgan Stanley and The World Bank.
Brancato earned her M.B.A. from the Harvard Business School where she was a Herman Meuhlstein/Godfrey Cabot Fellow. She is a graduate of Hunter College and LA Film School, Series 7 and 63 licensed, a CERTIFIED FINANCIAL PLANNER™ Professional, she has her CLTC and CEPA® designations and is working towards other industry designations. A sought-after author and speaker on finance and business management, she currently serves as faculty at the University of Southern California and Stony Brook Southampton College.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000 CRN201711-219622