Log in

ISW PEN meeting: Planning for your financial future

  • 11 Sep 2021
  • 11:00 AM - 12:30 PM
  • INDIA CENTER, 152 Main Street, Shrewsbury, MA 01545


Registration is closed

ISW's Professional and Entrepreneurial Network (PEN) is hosting its fourth meetup on Saturday September 11 2021

11 am to 12.30 pm

Planning for your financial future 

As one progresses with one’s career many young professionals, and older ones too, realize the increasing need to plan for the various financial contingencies. From children’s education to home ownership, from summer camps to retirement, each of life’s milestones comes with its financial obligations. It is never too early to develop a financial plan for the future. Join this panel of financial experts as they discuss strategies for financial planning.

-          Why do you need to start planning your financial future? When is the right time?

-          How can one get started and what are the alternatives?

-           Should you do it yourself or do you need an advisor to help?

-          What are the alternatives available for someone just starting out?

-          What are the myths around financial planning?  


When: Saturday September 11, 2021 from 11:00 am to 12:30 pm

Where: ISW India Center, 152 Main St. Shrewsbury MA


Moderator: Sankaran Natarajan, Advisor, Enterprise Portfolio and Program Delivery @ CVS


Kanan Sachdeva, MBA, CFP®, ChFC®,

Certified Financial Planner and Advisor

Northwestern Mutual

Kartik Trivedi

Registered Representative

NYLIFE Securities/New York Life Insurance Co.

DBA Ameriwealth Financial Services


Sharat Amin

District Leader, Primerica

PEN is a forum for like minded professionals and entrepreneurs to network, exchange ideas and learn from other's experience. Join us for an exciting event, open to all entrepreneurs and professionals. 

For details - email us at PEN@iswonline.org

More info at this link.

Meetup group: https://www.meetup.com/ISW-PEN/

Ragoo Raghunathan

©2020 India Society of Worcester, Massachusetts - All Right Reserved. Contact Us      Privacy Policy

Powered by Wild Apricot Membership Software