BRIDGING THE GENERATIONAL DIVIDE:
A CONVERSATION ABOUT VALUES AND MONEY

 

The first of its kind financial education summit returns in 2023. Our values, emotions, and relationships have a bigger impact on our financial decisions than we may think. We will be hosting a panel of business leaders at different stages in their lives and careers to discuss how can we bridge the generational divide when it comes to one important question: what really matters? 

Thank you! Hope to see you next year.
Thursday, September 21, 2023

 

POSH Events
404 North Washington Avenue,
Scranton, PA

 

Hosted by
The Alliance Center for Investor Education & Lackawanna College

Maria Traino

President at Inspired Studio | Neuro Coach for Business Leaders

Matthew Knowles

Producer & Head of Cyber Insurance | Knowles Insurance

Patrick McMahon

President & CEO | One Point, Inc.

Scott Lynett

Founder & Estate Attorney | Legacy Planning

Tara Mugford Wilson

President | Power Engineering Corp.

Michael J. Cordaro, MBA

Panel Moderator | Vice President | Alliance Wealth Advisors

ALLIANCE CENTER FOR INVESTOR EDUCATION

The Alliance Center for Investor Education was created as an extension of our wealth management firm with the goal of partnering with families, business owners, 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 confidence and teach the core foundations of personal finance in an engaging way. This will allow people to feel more empowered and make better decisions with their money.

Pictured Above: Alliance team and this year’s panel.

 

Topics from the Financial Impact Summit

Contact Us

  • This field is for validation purposes and should be left unchanged.