CSV Presents: Managing Your Finances and Philanthropy in ExpenCities

  • 10 Dec 2019
  • 6:30 PM - 9:00 PM
  • WeWork; 44 Montgomery St., San Francisco

Living in an ExpenCity? Join fellow alumni for a discussion of how you can live and retire in expensive cultural hubs such as the San Francisco Bay Area or Los Angeles. 

Want to take control of your finances, but not sure where to start? Curious what a financial plan is and whether you need one? Join us for a discussion with specialists who will answer these questions and more!


Bruce Stuart ꞌ86, CFP®, CIMA®, CPWA®, Vice President, Corporate Retirement Director, Morgan Stanley Wealth Management
Jason Tripp '03, CFP®, Senior Gift Planning Officer, Cornell University

Moderated by Alison Harrigan '10, Principal, Korn Ferry Executive Search

 

We strive to host inclusive, accessible events that enable all individuals, including individuals with disabilities, to engage fully. To request an accommodation or for inquiries about accessibility, please contact Kate Van Dalsem at kev37@cornell.edu.



Register for the event here!

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