Personal Finance

 

**LIMITED SPACE** Make sure you register! $5 donation suggested.
Want to learn more about how to plan for the future? Join Lauren Greenstein and Brian McHugh, advisors at Spinnaker Trust, who will walk through the basics of how to make a budget, how to build your savings, and general Q&A. See bios below!
 
Laura Greenstein
Laura is part of the Portfolio Management team at Spinnaker Trust. In her role, she’s responsible for working with relationship managers to develop and maintain appropriate risk-reward allocations based on clients' objectives. Laura received her undergraduate degree from Bentley University & her MBA from University of Southern Maine. Laura currently serves on the board of Portland Trails, a committee member to the Portland Regional Chamber of Commerce and a member of the Junior League.
 
Brian McHugh
Brian is a Financial Advisor at Morgan Stanley Wealth Management. He works with a range of clients all the way from Millennial Investors to Retirees. In working with clients it is his job to develop a financial plan and implement an investment strategy to most efficiently meet their financial goals. Brian received his undergraduate degree from Bentley University with a Bachelor’s of Science in Finance. He currently is a volunteer with the Big Brothers Big Sisters Organization, a committee member to the Portland Regional Chamber of Commerce and serves on the board of the Munjoy Hill Neighborhood Organization.
WHEN
September 18, 2018 at 5:30pm - 7pm
WHERE
STRIVE
28 Foden Rd
South Portland, ME 04106
United States
Google map and directions
7 RSVPS
Greg St. Denis Annie Cavallaro Ali Brauner William Harper Tim von Stetten Brittany Whalen Victoria Kulwicki

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