NYC - Financial Life After Yale

NYC - Financial Life After Yale
Thu, 01/07/2016 - 6:00pm - 8:00pm

Discuss Financial Life After Yale with Yale alums Steve Blum ’74 and John Caserta ‘01

  • How do I plan for the long run?
  • How can I improve how I save/invest?
  • What rules of thumb might help me?
  • Tell me more about ETFs, IRAs, HSAs, Roth 401k’s and all those acronyms!
  • How do I build my credit score?
  • How do taxes affect how I save/invest?

If you’ve ever been curious about any of the above, you won’t want to miss this session!

Date: 1/7/2016, 6:00-8:00 pm
Location: 590 Madison Avenue (S3 Partners)

Want to come? Just:

1)    RSVP to

2)    Fill out a 1-minute survey at

3)    ….and bring a friend!

John Caserta ’01 is a Davenport alum and a New Haven based financial planner. Branford Resident Fellow Steve Blum ’74 is a CPA and former investment banker. A loyal alum and Yale parent, Steve serves as Senior Director of Strategic Initiatives of the Association of Yale Alumni. Steve facilitates Leadership workshops; co-founded STAY (Students and Alumni of Yale); and directs Careers, Life, and Yale programs and events (go to ). John and Steve will discuss a special interest of theirs: financial literacy.