Money 101: 5 Steps to Building Your Financial Foundation

Feeling overwhelmed when it comes to managing your money?

Between our STEM work, family, friends & everything else we do, our financial matters often slip between the cracks. Join Mikayla Michienzi (bio below), Associate Director of Investments at Oppenheimer & Co Inc and financial advisor, to help you get back on track!

She will walk you through a 5 step process to become a money maven.

 Topics include:

-          Creating a budget you can actually stick to

-          Investing for success

-          Retiring in style

-          Preparing for the unexpected

-          Getting your financial house in order

Speaker Bio

Mikayla Michienzi is an Associate Director – Investments at Oppenheimer & Co Inc. in Boston, MA. With nearly a decade of experience in the wealth management industry, Mikayla is focused on helping her clients to identify and achieve their financial goals.

A strong believer in financial literacy, Mikayla prioritizes educating each of her clients on the basics of investing so that they can feel confident in their choices with their money.

As a member of the Michienzi Private Client Group of Oppenheimer & Co. Inc., Mikayla works with successful young professionals, small business owners, and individuals who are preparing for retirement. Additionally, Mikayla spearheads the team’s financial planning and business development efforts.

Mikayla is a College of the Holy Cross graduate and an alumna of Ursuline Academy in Dedham, MA. Outside of the office, Mikayla enjoys taking cooking classes at the Cambridge School of Culinary Arts, participating in charity running events, and catching up on the latest novel for her book club.

The event will be held virtually over Zoom and the Zoom meeting link will be shared with registrants a day before the event.

Registration Deadline: Tuesday, 11th March 2025, 9 PM EST