Skills for Success – Future Proof Your Success with Betterment
Event Date: 09/10/2020
Event Time: 5:30pm-6:30pm
Event Location: Virtual
Retirement planning, savings, investing…want to safeguard your finances and get the most out of your money but don’t know where to start? Especially in these
unprecedented times, planning for your financial future is more crucial than ever, but many of us can be intimidated by terms we don’t understand – IRA, Roth IRA, stocks vs bonds, 401k. Join WICT NY as Betterment helps us to learn the basics, get comfortable with managing our finances, and gives us the tools so our money can work for us.
Betterment is the largest independent online financial advisor. Their goal is to help you plan and prepare financially so that you save time and have peace of mind knowing your money is working for you.
Topics that will be addressed include:
- COVID-related planning (emergency funds, prioritizing savings)
- First time investors (goals-based investing, choosing investments)
- Retirement planning (IRA vs. 401k, Roth vs. Traditional)
Senior Manager, Partner Marketing for NBCUniversal
Alexis Michalakis is Senior Manager, Partner Marketing for NBCUniversal’s ContentDistribution team and oversees partner marketing for the Entertainment & Lifestyle
networks, including NBC, Bravo, USA, E! and more. Previous to her time at NBCUniversal, Alexis held roles at Music Choice and iNDEMAND; she is also a proud WICT NY member for the past 8+ years and is currently a part of the WICT NY Programming Committee.
CERTIFIED FINANCIAL PLANNER
Corbin Blackwell is a CERTIFIED FINANCIAL PLANNER™ who works directly with Betterment customers to help them achieve their financial goals. Corbin has several years of experience in wealth management, and is passionate about helping customers in every phase of life succeed financially.
Head of Financial Planning
Nick Holeman, CFP® is the Head of Financial Planning at Betterment. He is responsible for training all new advisors, working with high net worth customers, and improving the quality of automated advice Betterment gives to its customers. Nick writes many of Betterment’s educational articles and has been quoted/interviewed by CNBC, the New York Times the Wall Street Journal and the Associated Press, to name a few. Prior to Betterment, Nick built tax and retirement plans for Pure Financial Advisors. He holds his Masters in Financial & Tax Planning and his BA in International Business, both from San Diego State University.