Bruno Walter Auditorium

The Thomas Yoseloff Business Center provides a range of free one-on-one financial counseling services that aim to assist with financial situations including general money management, budgeting, saving, banking, retirement planning, and more.

Individual well-being, true independence and empowerment generally require effective management of one’s personal finances. Anthea Perkinson, both a CFP® (Certified Financial Planner) and an LMSW (licensed social worker), offers a social worker’s Person-in-Environment framework to help you understand how American financial structures can best serve your interests.

Annelise Li, CFA discusses how to plan your family finances using clear, practical steps that draw on mindfulness and intention in every decision. Topics covered include how to organize your financial life with both a financial plan and an estate plan, and practical strategies to save, spend, and build wealth over time.