Beyond Budgeting: How to Put Together a Financial Plan You’ll Actually Use
16

Tuesday, 16 May

6:30 8:30 pm EDT

GA NYC (Manhattan), HQ

902 Broadway, 4th Floor
New York, NY 10010
FREE!
Regular Ticket

In Partnership With:

Brunch & Budget logo

Questions? Read our FAQs

Beyond Budgeting: How to Put Together a Financial Plan You’ll Actually Use

Pam Capalad Photo


Founder & Financial Planner, Brunch & Budget

Brian 'Dyalekt' Kushner Photo


MC/Rapper, Hip Hop Educator, Playwright, Actor, Artist Entrepreneur

16

Tuesday, 16 May

6:30 8:30 pm EDT

GA NYC (Manhattan), HQ

902 Broadway, 4th Floor
New York, NY 10010
FREE!
Regular Ticket

In Partnership With:

Brunch & Budget logo

Questions? Read our FAQs

About This Event

Overview:

Financial planning isn't about spreadsheets, graphs, or charts, it's about getting to the root of what you really value and learning how to use money as a tool to help you reach your goals and live your best life.

Why it Matters:

Money is a huge cause of stress for many of us and lack of financial literacy can keep you in an endless paycheck-to-paycheck cycle. By examining and understanding your relationship with money and learning some key strategies, tips, and habits to make financial progress, you will have the confidence to move forward on your goals and create a clear path to reaching them.

What You'll Take Away:

  • YOUR GOALS: What is your current relationship with money? What do you really want to accomplish in the next 3 years? 5 years? 10 years? What really matters to you?
  • 5 AREAS OF FINANCIAL PLANNING: Now that you have a clear idea of where you want to be, let's fill in the steps it will take to get there. We will go through strategies to maximize your money in 5 areas of financial planning, Earn, Save, Spend, Invest, Protect, and talk about: We'll talk about how to negotiate raises and rates, analyze your spending without a budget, save automatically, start investing with any amount of money, and whether or not you really need that insurance.
  • PUTTING IT ALL TOGETHER: You're probably wondering where in the world you're supposed to start even tackling this to-do list! We'll talk through exactly how to actually implement all the new items on your financial to-do list.

About the Instructors

Pam Capalad Photo

Founder & Financial Planner,
Brunch & Budget

Hey, I’m Pamela Capalad. I’m a Certified Financial Planner™ and I’ve been in the financial services industry for over 8 years, and spent a lot of those years at wealth management firms (if you’re really curious where, check out my LinkedIn). I'm the owner of Brunch & Budget, where we have a meal and talk about your finances. I'm based in Brooklyn, NY and serve clients virtually across the country.

I'm here to help you get to that place in your life. You know that place. That place where you close your eyes and feel perfectly at peace and energized all at the same time. That place where you know you’re at your best, that you were somehow built for this, this thing you’re doing that you can’t believe you get to spend your life doing.

Life isn’t about cringing every time you run your credit card through a cash register or dodging calls from bill collectors. It’s not about the next paycheck, next rent check, next job, next in line. Life is about finding your why.

So here’s the deal – you have the why, I have the how. Whenever you're ready, I'll be here to help you figure out how to get there.

Brian 'Dyalekt' Kushner Photo

MC/Rapper, Hip Hop Educator, Playwright, Actor, Artist Entrepreneur

I'm from St Croix, USVI, but have been all up in Brooklyn for a while now. I've been a part of the NYC Indie Hip Hop scene since the early 00’s. I've toured the country and the world as myself, and with bands MINDSpray & Deathrow Tull. I've rapped at weddings, schools, prisons, sides of busses, store windows (whattup Chashama!), and most street corners you've seen.

I should probably give a lil background on the theater part. I moved to the states to be an actor. As a mixed race Caribbean kid, I had trouble figuring out where to find roles that i felt comfortable playing. I started writing for myself and others by turning my music into plays. I was a member of the Public Theater's Emerging Writers Group and I've acted and collaborated in indie shows at all the requisite festivals, played the Green Show at OSF, and had readings at the Ohio Theater. I've rocked a number of theaterings with Subjective, Company Cypher, and the National Black Theater.

Every piece I create ends up having an educational component. It's the 'each one teach one' part of Hip Hop. I'm always looking to build avenues of learning from the moments of clarity that great performances can bring us. I've been piloting my ed programs back home in St. Croix and just finished a tour of Hip Hop & Finance workshops on the West Coast. Oh yeah, I also have a weekly podcast about those on Bondfire Radio.

About Our Partners

Brunch & Budget

Brunch & Budget provides affordable financial planning for young professionals. What would you do tomorrow if you knew your money was handled today? Book your first brunch and find out!

Refund Policy

We understand that, sometimes, plans change. If you can no longer make it to a class or workshop, please email us at least 7 days before the scheduled event date. No refunds will be given to cancellations made within a week of the class or workshop.

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