Free Financial Management Webinar: How To Be Money-Smart 101

GenY Financial Club is a club to join and learn about personal financial management knowledge and tools, including traditional financial planning topics such as tax planning, education funds, retirement planning, real estate investments, and insurance planning. They also offer classes and discussions around more new and excited topics like F.I.R.E, options, stocks, bonds, and digital assets investments.

During today's 1-hour class with 30 mins Q&A, you will learn the basics of personal financial management concepts, things to focus on and to avoid, etc.
Furthermore, we also will have one in-person class in July, time and location TBD. Event details will be updated very soon!

The webinar will be hosted in English. More free financial management webinars will also be available in Chinese.

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Speaker Background:
James Li
Independent broker backed by a Fortune 200 company platform. 11 years of experience in the financial services industry. Worked at UBS Wealth Management Houston as the only non-Caucasian advisor.
Him and his team have helped 1000+ Asian families with financial education, including how money works, increase their cash flow, reduce their taxes, retire sooner, and get financial aid for children's college, etc.
Climber since 2018. Home gym is Momentum Indoor Climbing, Houston. Love slabs and tall person beta.

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Host Description:
Asian Climbing Tribe (ACT) is a 501(c)3 non-profit rock climbing organization based in New York, USA

We are devoted to connecting and supporting Asian climbers, entrepreneurs, and community leaders in the tri-state area. With a focus on the climbing community, we strive to raise awareness and pool resources to aid in tackling the pressing issues in the Asian community
Website: https://www.asianclimbingtribe.org/

Co-host Description:
GenY Financial Club is a financial education group that caters to the Asian Generation Y community, born between 1980 and 1995, created by Generation Yers. Our community conducts weekly online webinars and a range of topics, including traditional financial planning topics and new financial tools and news. In addition to online events, we also offer in-person events in New York City, Seattle, Bay Area, San Diego, and Houston, starting in 2023.
GenY team of tech-savvy financial advisors is passionate about bringing financial literacy to Generation Yers and helping our peers achieve financial independence sooner. Whether you are just starting out in your career or looking to take your finances to the next level, our community offers resources, advisory, and a place to connect with like-minded individuals.