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Hosted by: The Alliance Center for Investor Education and Lackawanna College
This first of its kind financial education summit is for business owners, industry leaders, and individuals who want to make better decisions with their money. In an increasingly uncertain economic environment, it is vital that people in all stages of life have the tools and information they need to make good choices. Speakers will discuss topics that include: having better frameworks for decision-making, how psychology can impact financial outcomes, and the future of financial education.

 

Thursday, November 17, 2022
POSH Events
404 North Washington Avenue, Scranton, PA
5:00 pm to 7:00 pm

 

Agenda:
Part I: Live Podcast🎙 | What really drives people’s decision-making when it comes to money?
Part II: Advisory Panel | Improving decision making process in all stages of wealth creation though education
Part III: Advisory Panel | Q&A with audience

Reserve your seats

THANK YOU TO EVERYONE THAT ADDENDED!

If you are a business owner, industry leader, or individual who is striving to make better decisions with their money, please RSVP as soon as possible by clicking below or by calling 570-961-1516. Thank you!

 

WHAT REALLY DRIVES FINANCIAL IMPACT?

What really drives people’s decision-making when it comes to money? The answers may surprise you.  We tend to think of finance and investing as math-based pursuits rooted in numbers, but good decisions require understanding our own psychology and behaviors. What are the common themes that lead to good outcomes over the long-term? Whether you are an employee, a business owner or a raising a family, how can you optimize your wealth building process? What framework can we apply using some of the characteristics shared by the world’s best executives and investors?  

Michael J. Cordaro, MBA

Vice President | Wealth Advisor

Christopher L. Buteau

Regional Director | Fidelity Investments

Advisory Panel

Jill A. Murray, Ph.D.

President of Lackawanna College

Stephanie Decker

Social & Economic Impact | Lackawanna College

John Basalyga

President | JBAS Realty & Eastern Roofing Systems

Maggie Zayac

Owner | The Daisy Collective

Jude R. McDonough, CFP®

Panel Moderator | Senior Vice President | Wealth Advisor

Scott Lynett, Esq.

Attorney | Legacy Planning

Alliance Center for Investor Education

The Alliance Center for Investor Education was created with the goal of partnering with organizations and thought leaders in Northeastern Pennsylvania to help improve financial outcomes for more people in our region. Having the proper tools and information needed to make good decisions through different stages in life can be a challenge, regardless of someone’s level of formal education. Our aim is to improve financial literacy and teach the core foundations of personal finance in a fun and engaging way. This will allow people to feel more empowered and make better decisions with their money.

OUR RESOURCES:

Foundations of financial planning

Foundations of investing

Age-based planning series

Important milestone ages

Alliance published financial education articles

The Alliance Wealth Advisors’ Podcast

 

Lackawanna College

Lackawanna College is a private, accredited college serving the people of Northeastern Pennsylvania. The main campus is located in downtown Scranton, and the school’s footprint includes satellite centers in Covington Twp., Hawley, Hazleton, Sunbury, Towanda and Tunkhannock. In 2021, Lackawanna College was named one of Fast Company’s most innovative companies. The curriculum provides students with a direct path to a bachelor’s degree, associate degree, or one of many different professional certifications. Additionally, the Continuing Education department helps put the people of Northeastern Pennsylvania back to work with modern career skills. Lackawanna is also one of the most cost-efficient regional higher education institutions. From roots as the Scranton Business College in 1894 to our online degree options, Lackawanna College has always responded to our students’ needs as they work towards a life-changing degree.

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