This is Your Year: 7 Moves That Will Make 2018 a Financial Success
1

Thursday, 1 February

6:30 8:30 pm PST

GA SF

225 Bush Street, 5th Floor (East Entrance)
San Francisco, CA 94104
FREE!
Regular Ticket

In Partnership With:

Brunch & Budget logo
Haven Life logo

Questions? Read our FAQs

This is Your Year: 7 Moves That Will Make 2018 a Financial Success

Pam Capalad Photo


Founder & Financial Planner, Brunch & Budget

MC Dyalekt Photo


MC & Hip Hop Educator

1

Thursday, 1 February

6:30 8:30 pm PST

GA SF

225 Bush Street, 5th Floor (East Entrance)
San Francisco, CA 94104
FREE!
Regular Ticket

In Partnership With:

Brunch & Budget logo
Haven Life logo

Questions? Read our FAQs

About This Event

As a new year begins, you probably spend some time reflecting on what you hope to accomplish... For many, “make smarter financial decisions” tops the list.

Whether it’s setting your accounts to auto save, finally rolling over that old employer 401(k), or spending a few minutes to financially protect your family with life insurance, every great year has to start somewhere.

That’s why, with our partners at Haven Life, we want to help make accomplishing those financial resolutions actually simple.

Takeaways

In this workshop, we’ll address 7 financial moves that’ll make 2018 your best year yet!

1) Goals - this is where it all starts

  • Figure out what you want to happen this year and create a plan for how to get there
  • Learn how your money personality and relationship with your finances plays a role in how to shape a plan that you will actually follow

2) Grow your income

  • Tips include how to negotiate a raise, set freelancer rates, and ideas for how to diversify your income streams

3) Spend money on what you value

  • Create a spending plan that is based on your individual values, needs, wants, and goals

4) Save and invest automatically

  • Get strategies on why to save, how much to save, and how to save automatically
  • Learn how to save and invest beyond emergency savings

5) Increase your credit score and credit worthiness

  • Learn the most important pitfalls when it comes to your credit and how to increase your score over the next year

6) Protect your family and loved ones with the right insurance

  • What situations you really need to have insurance (and when you don’t need it),
  • Explore options for term life insurance, disability, health, long term care, and renters/home/auto insurance

7) Make sure your money is safe for future generations

  • How to set up an estate plan (yes, you have one!) to pass on to your heirs with as little court involvement as possible

About the Experts

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.

MC Dyalekt Photo

MC & Hip Hop Educator

Brian ‘Dyalekt’ Kushner moved from St. Croix to New York to study acting and law. He also liked to rap. After witnessing civil rights injustices at the law firm he worked for, he dropped both the job and the law classes, pursuing the arts instead. Performances at the Nuyorican led him to Hip Hop Theater, writing plays that have been performed on stages across the world. He didn’t sleep on the rapping either, releasing music and touring internationally. His first album/one man play Square Peg Syndrome helped him get named to the Public Theater’s Emerging Writer’s Group. He has been a mainstay in NYC’s theater and Hip Hop scenes, rocking everywhere from the Bowery Ballroom to the Oregon Shakespeare Festival.

When Dyalekt was invited to present at a workshop for New York SCORES, a soccer and poetry program in Harlem and the Bronx, his perspective on performance changed. Students are much better audience members than bar patrons, and Dyalekt found he had a natural affinity for facilitation. Hip Hopping with students like he did with MCs in a cypher led to better engagement, grades, and overall attitude toward school than the usual class.

After researching Howard Gardner’s Theory of Multiple Intelligences, Dyalekt designed curricula lining up the elements of Hip Hop with each learning style. Through Hip Hop, or rather, by Hip Hopping, students could assess their learning tendencies and use them to their benefit. Furthermore, the community aspects of Hip Hop show students how to be responsible citizens, peer mentors, and advocates for justice. Dyalekt brought this curriculum, along with his album/play back home to St. Croix, rocking with 17 orgs and over 400 students. They produced 2 books of poetry, an album, and a documentary. He also now teaches teachers how to MC in a classroom.

Dyalekt had been an entrepreneur since his teenage days, and tells his students that the only thing that gets him out of his house before 10am is talking to kids, because he would never make it working on a punch-clock schedule. Since the essence of Hip Hop is making something from nothing, Dyalekt has rapped, written, and performed every freelance gig available to his skill set. He ran rap based Lincoln-Douglas debate/battles to teach youths how to prepare and present at a job interview. He linked up with Pockets Change to help students find freedom in expression, understanding, and finances.

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!

Haven Life

Haven Life is a MassMutual-backed startup that offers an easy online experience for buying high-quality and affordable term life insurance. We’re transforming a typically time-consuming and confusing process into one that’s actually simple. For more information visit: https://havenlife.com.

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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