January 20, 5:30pm-6:30pm *VIRTUAL*
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:
- Overall financial planning
- College and education
- Insurance needs
- Savings and retirement
Meet the Host!
Paula C. Brancato, MBA, CFP ® and 5-year Million Dollar Round Table (MDRT) member brings a wealth of business experience to Barnum Financial Group from her 20-year tenure in financial services.
A graduate of the Harvard Business School, Paula honed her successful career in business as a consultant to investment banking clients, business owners and insurance companies. Paula’s specialties included providing investment banking advisory and business restructuring services for firms including Deloitte & Touche LLC, McKinsey & Company, Rogers Casey pension consultants, Morgan Stanley & Company and Alpha Omega Capital Partners. She partnered with numerous international companies to develop strategies for optimizing business performance and corporate value.
Paula is also a graduate of LA Film School and an award-winning author, lecturer and filmmaker. She has been published in the Wall Street Journal, Virginia Quarterly, Newsday and CFO Magazine, among others. Her film and writing awards include National Screenwriters, Hemingway, Faulkner, and Best of the Internet. From 2005 to 2007, Paula served as a full-time lecturer at the University of California where she created the successful course, “Business of the Business,” highly popular with film and writing students.
For her work in education, Paula also received the NYC Mayor’s Community Service Award. Paula’s varied background gives her unique insight into the financial challenges faced by high-net-worth executives, CEOs, intergenerational families, millennials, and members of the entertainment industry. Since 2009, she has used the culmination of her expertise specifically in advisory services to help her clients achieve their idea of a sound financial future. Paula is committed to the continuation of her education in Finance and has earned the Certified in Long Term Care (CLTC) as well as the Certified Financial Planner (CFP®) designations.
Paula resides in Long Island City, NY and Palm Beach, FL with her lovely dog named Myrtle, a 55 lbs. sweetie made of pure muscle who loves people, cuddles, and other dogs. Paula remains an accomplished USGF National Gymnast (masters level) and, in her spare time, enjoys writing poetry, studying film and science and walking her dog.
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 CRN202009-236414
Contact Paula for further information regarding this event or any other service she offers via email or phone: firstname.lastname@example.org or (646) 813-9590