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Members joined us for an invaluable IVY Workshop and learned How to Create a Powerful Personal Financial Plan with Eric Roberge, CFP® and founder of Beyond Your Hammock, one of the top financial planning firms in Boston. Financial planning is one of the most essential skills in life. Despite that reality, courses on personal finance are consistently left out of traditional curriculums, leaving many people without the adequate tools needed to manage their money. That includes everyone from successful CEOs and aspiring entrepreneurs to hustling artists and innovators. In this dynamic workshop, we focused on innovative ways to create financial flexibility, invest wisely, pay off loans, save for retirement, and manage money to maximize your available resources. We also enjoyed a complimentary wine reception and light bites before and after the workshop, as we caught up with fellow IVY members and Eric!
Eric specializes in helping professionals think like entrepreneurs and use their money as a tool to live life on purpose. In 2016, Investment News named Eric to their exclusive 40 Under 40 list, Wealth Management Magazine called him one of the top 10 CFPs under 36, and Financial Advisor Magazine said he was one of the top 10 Young Advisors to Watch. He has shared his innovative financial planning and money management techniques in the Wall Street Journal, Forbes, USA Today, CNBC, and Entrepreneur Magazine, and more. In this interactive workshop, Eric revealed how we can take advantage of our cash flow, live for today, and plan responsibly for tomorrow.
711 Atlantic Ave
Boston, MA 02111