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Thursday, March 16, 2023Young Professionals

Lafayette Young Professionals: Financial Foundations

Lafayette Young ProfessionalsLafayette Chamber Young Professionals present:
Financial Foundations: Tips for saving, investing, and home buying
Hosted by the Beaubelle Group with Compass

 

If buying a home in California has seemed intimidating to you, or even out of reach, this panel is for you! From the basics of saving and investing to the first steps of buying a home and getting the right insurance, this panel is geared toward young professionals who are looking for help to navigate big financial decisions that set them up for success. This could be the best hour of your time this week!

 

ZOOM LINK FOR ONLINE ATTENDEES: https://us02web.zoom.us/j/83939933223?pwd=aHVKRWJEQnFCd0Y3VGZ0TEMrcnRBUT09      

Please note, the presentation will probably not start until 5:30pm.    


 
Moderator:
Gian Panetta: Financial Services Professional

Panelists:
Carolyne Charvoz: Financial Planner, Mass Mutual
Aran Nafisi: Mortgage Lender, US Bank
Dana Green and Matt Boone: Realtors, Dana Green Team
Roberto Zamora: Agent, Farmers Insurance

 

Carolyne Charvoz is a second year financial planner and part of a wealth management team at MassMutual Northern CA, working with families who are focused on developing good habits to secure their financial freedom.        

 

Aran Nafisi is a local Lafayette resident and an experienced mortgage loan originator with US Bank, serving the Lamorinda community and the greater San Francisco Bay Area with residential mortgage financing.          

 

The Dana Green Team is the number 1 team in Lamorinda and works with more buyers than any other real estate agent in the area.        

 

Roberto Zamora has been with Farmers for 4.5 years and owned his agency going on 3 years now, helping other families and family-owned businesses with their insurance needs.      

 

Plus, wine tasting by Deer Hill Vineyards!

 

Thursday, March 16, 2023, 5pm-7pm in person at Compass, 3595 Mt. Diablo Blvd, Suite 200, Lafayette, CA. Online option via Zoom will also be available. Make your selection during the registration process.

 

Directions: go up the stairs near Philz and cross the bridge. Compass has the whole second floor on the west side.            Registration is required. Use link below to select in person or online via Zoom.

 

Learn more about Lafayette Young Professionals at https://lafayettechamber.org/young-professionals.

 

Join our email list here: https://lafayettechamber.org/e-blast

 

Want a text notification? Sign up here: https://tapit.us/N56jNh

 

Participate in the Facebook Group: https://www.facebook.com/groups/lafayetteyopros

 

Questions? Email AJ using link below.      

  
When:
Thursday, March 16, 2023 5:00 PM thru 07:00 PM
Where:
Compass
3595 Mount Diablo Blvd, Suite 200
Lafayette, CA 94549
Registration:

Register

For More Info:
AJ Glassman
(925) 284-7404
aj@lafayettechamber.org
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