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Savvy Financial Planning: Coffee & Conversation

Start Planning For Your Future!
Savvy Financial Planning: Coffee & Conversation
September 10th, 2019
5:30 PM - 7:30 PM
What You'll Gain:
  • Personal Finance Planning
  • Financial Business Strategy
  • Retirement Planning
Cost: $0

We all encounter a unique set of planning challenges. Whether it’s planning for your business, planning to purchase a home or planning for your retirement, come join us for an open dialogue about these considerations.

We will then discuss the 3 planning strategies to overcome these challenges and live life on your terms!

Light refreshments will be served

Registration Required/No Charge


The Long Wharf Maritime Center

555 Long Wharf Drive – Café

New Haven, CT

Sponsored by:       

Instructor: Cristi Stroud
Title: Managing Director for Northwestern Mutual
Bio: Cristi graduated in 1994 from Old Dominion University with 2 Bachelors Degree in Business/ Corporate Communications. After working for GE for a short time she joined Northwestern Mutual as a Financial Representative in Miami, Florida. After succeeding in her field, she went out to better her education, tackling her M.B.A. from Florida International University, and becoming a Certified Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living, and Chartered Leadership Fellow. Cristi has had numerous leadership positions at Northwestern Mutual, including Managing Partner of the RI territory. Crisiti became the managing director for the New Haven Branch in April of 2015 and has been growing and developing Northwestern Mutual’ s shoreline presence with new advisors and a top-rated Internship program.
Register for Savvy Financial Planning: Coffee & Conversation
Terms of Service: WBDC is a nonprofit organization, required by its funders to collect data requested on this form. WBDC places great value on your personal privacy and the confidential facts and figures you disclose concerning your business activities. Information concerning you and your business is kept strictly confidential and is reported only in aggregate unless prior approval is received from you. WBDC is able to offer its programs and services at afforable and/or reduced rates due to the support of Federal, State, Municipal, Corporate and Individual contributors and the programs or services you participate in are either partially or fully subsidized.

Small Business AssociationThis program is funded in part through a Cooperative Agreement with the U.S. Small Business Administration. We make reasonable accommodations for access by persons with disabilities.