Financial Literacy has suddenly become a hot new topic in high schools and at the college level.
Money Can Grow on Trees is perfectly timed for this conversation as the author explains in clear and concise language how the world of credit cards, loans, and money management can and do have a life-long impact on the lives of students and adults everywhere. Oliver Pursche uses real-world people and scenarios as educational foundations for teaching the concepts of how not to be afraid of money.
About the Speaker:
Oliver Pursche is a senior financial services executive with nearly 30 years of investment management experience. As a Sr. Vice President, Advisor working out of New York City and Westport CT, Oliver works with affluent families and business owners overseeing and helping them grow their wealth.
As an investment management professional, Oliver has long been regarded as a thought-leader. His opinions and views on investing and world affairs are frequently requested by CNBC, Bloomberg TV and Radio, Kiplinger’s and Forbes Magazines as well as many other national and world wide news outlets such as Reuters, The Street, and Dow Jones. In his role as an advisor, Oliver has been named “amongst the best of the best” by Barron’s Magazine six years in a row as part of their “Top Independent Advisor” annual ranking.
As an Author and Educator, Oliver has been a keynote speaker at both industry and private events, and has been featured in hundreds of investment seminars including events sponsored by AAII (American Association of Individual Investors), Vanguard and Fidelity.
When:
Wednesday, February 1, 2023
6:00 PM ET - 6:30 PM ET - Wine reception with networking
6:30 PM ET - 7:30 PM ET - Presentation
Where:
Midtown location (Note: Address will be sent via email to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile. Please review your profile to confirm that the email address listed is correct.)
Cost:
WCNY Supporting Members - $30 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $60
Gold & Benefactor Members - $0
Pre-registration is required. Please register early as events can and do sell out quickly.
Registration is subject to availability and will close on Wednesday, February 1st at 9:00am.
Cancellations must be made at least 48-hours (business day) prior to the event date by sending an email to Gabriela Sanchez. Refunds or credits for future events are not available for any no-shows or late cancellations. Click here for full details.
** WCNY Disclaimer **
By attending this event (the "Event"), each attendee assumes all risks and accepts sole responsibility for any injury (including, but not limited to, personal injury, disability, and death), illness, damage, loss, claim, liability, or expense, of any kind, that attendee may experience or incur in connection with attending the Event. Attendee hereby releases, covenants not to sue, discharges, and holds harmless the WCNY, its directors, officers, employees, agents, and representatives, of and from any such claims, including all liabilities, claims, actions, damages, costs, or expenses of any kind arising out of or relating thereto.
Specifically relating to the global COVID-19 pandemic, attendee acknowledges the highly contagious nature of COVID-19 and voluntarily assumes the risk of exposure or infection by attending the Event, and that such exposure or infection may result in personal injury, illness, disability, and/or death to attendee. Attendee understands that the risk of becoming exposed to or infected by COVID-19 at the Event may result from the actions, omissions, or negligence of others who may attend the event or their families, colleagues, or others with whom they may have contact. Accordingly, attendee understands and agrees that this release includes any claims based on the actions, omissions, or negligence of the WCNY, its directors, officers, employees, agents, and representatives, whether a COVID-19 infection occurs before, during, or after participation in the Event.
In addition to all other rules and regulations relating to the attendee’s attendance at the Event, attendee agrees to comply with all COVID-related procedures that may be implemented by the WCNY and the venue hosting the Event, including, but not limited to, mask-wearing and social distancing requirements and restrictions on certain activities that carry higher COVID-related risk, in order to protect as much as possible the health and safety of all Event attendees.
Money Can Grow on Trees is perfectly timed for this conversation as the author explains in clear and concise language how the world of credit cards, loans, and money management can and do have a life-long impact on the lives of students and adults everywhere. Oliver Pursche uses real-world people and scenarios as educational foundations for teaching the concepts of how not to be afraid of money.
About the Speaker:
Oliver Pursche is a senior financial services executive with nearly 30 years of investment management experience. As a Sr. Vice President, Advisor working out of New York City and Westport CT, Oliver works with affluent families and business owners overseeing and helping them grow their wealth.
As an investment management professional, Oliver has long been regarded as a thought-leader. His opinions and views on investing and world affairs are frequently requested by CNBC, Bloomberg TV and Radio, Kiplinger’s and Forbes Magazines as well as many other national and world wide news outlets such as Reuters, The Street, and Dow Jones. In his role as an advisor, Oliver has been named “amongst the best of the best” by Barron’s Magazine six years in a row as part of their “Top Independent Advisor” annual ranking.
As an Author and Educator, Oliver has been a keynote speaker at both industry and private events, and has been featured in hundreds of investment seminars including events sponsored by AAII (American Association of Individual Investors), Vanguard and Fidelity.
When:
Wednesday, February 1, 2023
6:00 PM ET - 6:30 PM ET - Wine reception with networking
6:30 PM ET - 7:30 PM ET - Presentation
Where:
Midtown location (Note: Address will be sent via email to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile. Please review your profile to confirm that the email address listed is correct.)
Cost:
WCNY Supporting Members - $30 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $60
Gold & Benefactor Members - $0
Pre-registration is required. Please register early as events can and do sell out quickly.
Registration is subject to availability and will close on Wednesday, February 1st at 9:00am.
Cancellations must be made at least 48-hours (business day) prior to the event date by sending an email to Gabriela Sanchez. Refunds or credits for future events are not available for any no-shows or late cancellations. Click here for full details.
** WCNY Disclaimer **
By attending this event (the "Event"), each attendee assumes all risks and accepts sole responsibility for any injury (including, but not limited to, personal injury, disability, and death), illness, damage, loss, claim, liability, or expense, of any kind, that attendee may experience or incur in connection with attending the Event. Attendee hereby releases, covenants not to sue, discharges, and holds harmless the WCNY, its directors, officers, employees, agents, and representatives, of and from any such claims, including all liabilities, claims, actions, damages, costs, or expenses of any kind arising out of or relating thereto.
Specifically relating to the global COVID-19 pandemic, attendee acknowledges the highly contagious nature of COVID-19 and voluntarily assumes the risk of exposure or infection by attending the Event, and that such exposure or infection may result in personal injury, illness, disability, and/or death to attendee. Attendee understands that the risk of becoming exposed to or infected by COVID-19 at the Event may result from the actions, omissions, or negligence of others who may attend the event or their families, colleagues, or others with whom they may have contact. Accordingly, attendee understands and agrees that this release includes any claims based on the actions, omissions, or negligence of the WCNY, its directors, officers, employees, agents, and representatives, whether a COVID-19 infection occurs before, during, or after participation in the Event.
In addition to all other rules and regulations relating to the attendee’s attendance at the Event, attendee agrees to comply with all COVID-related procedures that may be implemented by the WCNY and the venue hosting the Event, including, but not limited to, mask-wearing and social distancing requirements and restrictions on certain activities that carry higher COVID-related risk, in order to protect as much as possible the health and safety of all Event attendees.