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Start Growing Your Financial Literacy With

Start Growing Your Financial Literacy

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Page 1: Start Growing Your Financial Literacy

Start Growing Your Financial Literacy

With

Page 2: Start Growing Your Financial Literacy

Connect with Young Adults•Meet people who are tackling financial issues like yours

•Meet Financial Experts

•Chat and share content like FLiCs and News Articles

•Access FinLit's Financial Tools

•Become a member of Investment Clubs

Page 3: Start Growing Your Financial Literacy

Share FinLit Clips (FLiCs)

Join an Investment ClubLeaders Investment Club Founders are Julian Marchese and Austin Schwab. They have brought together a group of global teen investors who learn and share together.

Page 4: Start Growing Your Financial Literacy

Meet Our Experts

Andrew G. Poulos

Principal of Poulos Accounting & Consulting, Inc., Enrolled Agent - Licensed Tax Professional, Author, Speaker, Financial Expert

Levar Haffoney

Levar Haffoney is a Principal with Fayohne Advisors, LLC, a Registered Investment Advisory firm. Mr. Haffoney helps families, businesses, and institutions preserve and enhance their wealth.

Page 5: Start Growing Your Financial Literacy

Reshell Smit

CERTIFIED FINANCIAL PLANNER™ and owner of AMES Financial Education & Consulting, LLC. I help millennials transition from where they are today to where they want to be. #MakeTheTransition

Tyson Koska

Tyson Koska is CEO of OnTrajectory.com, a Baltimore-based start-up developing financial modeling and simulation tools for non-experts. Tyson has 20+ years implementing transformational business systems across the Banking and Insurance industries. His career has been dedicated to bringing to life software that makes difficult tasks a little bit easier. Tyson has an MA in Liberal Studies and BAs in Philosophy and English.

Page 6: Start Growing Your Financial Literacy

Braden Perry

Partner at Kennyhertz Perry, LLC; former CFTC Senior Trial Attorney and SVP/CCO of a global financial firm; frequent speaker on regulatory matters, including venture capital, investments, derivatives, cryptocurrency, and other emerging technology.

Sean Cooper

Sean Cooper is a Financial Journalist and Personal Finance expert. His articles have been featured in major publications, including the Toronto Star, the Globe and Mail, MoneySense and RateSupermarket.ca.

Page 7: Start Growing Your Financial Literacy

Robert Cortright

Mr. Cortright’s career in the financial services industry spans more than thirty years. He is a co-owner and has been a managing member of numerous business entities involved in the financial industry. Prior to founding DriveWealth, LLC, Mr. Cortright served as a partner in Tachyon Capital Management, and had co-founded and served as Co-CEO of TAB Networks, Inc. until July 2012. Prior to that, he co-founded FX Solutions, LLC in 2001 and served as the Co-Chief Executive Officer until May of 2009. FX Solutions achieved impressive growth and was named to the Inc. 500 list of fast growing companies for three consecutive years for having achieved average three-year-trailing revenue growth rates of 1,571%, 744% and 612% for 2005, 2006 and 2007, respectively. He was also the co-founder of Financial Labs LLC, a high frequency trading business, which was purchased by Bank of America in 2006. In preceding years, Mr. Cortright served in a variety of high-level positions at Wall Street banks including Credit Suisse A.G. and Merrill Lynch, New York. Mr. Cortright was named the co-winner of the 2009 Ernst & Young Entrepreneur of the Year in New Jersey. Mr. Cortright has a B.A. in Biochemistry and a M.B.A. from Lehigh University. He holds FINRA/NFA Series 3,7 and 24 licenses.

Page 8: Start Growing Your Financial Literacy

Rachele Bouchand

Director of Financial Planning, CFP(R), AEP(R) who provides objective advice without any product sales

Steve Repak, CFP®

Steve Repak, is a Certified Financial Planner™, Financial Literacy Speaker, Army veteran, and Author of “Dollars & Uncommon Sense: Basic Training For Your Money”. Steve has been a frequent guest on Fox and Friends, Fox Business, 700 Club, and CNN Headline News. Steve has been interviewed on NPR, Bloomberg Radio, Market Watch Radio, Wall Street Journal Radio, and many other National and Regional Shows.

Page 9: Start Growing Your Financial Literacy

Jim Mosquera

Author of E$caping Oz: Protecting your wealth during the financial crisis, publisher of financial newsletter, and contributor to several online financial publications. Principal at Sentinel Consulting [business restructuring and capital acquisition]

Ruth KingProfitability Master and serial entrepreneur. My mission is to help all business owners understand true profitability including financial, sales, marketing, HR, and operations profitability.

Page 10: Start Growing Your Financial Literacy

For more details you can visit here:

http://www.finlit.com/experts