ABOUT:

Want to learn how to build a strong financial foundation? During our panel discussion, “Blueprint for financial success,” we will explore the basics of building financial security, including managing debt, growing savings, and safeguarding against risk and unexpected events. 

SCHEDULE:

6:00 P.M.           Registration, Dinner, Networking /Announcements

7:00 P.M.           Panel Discussion: Blueprint for Financial Success: 

9:00 P.M.           Event ends

LOCATION: 

Penthouse, 801 N. Brand Boulevard, Downtown Glendale

SPEAKERS:

Nikesh Parikh

Nikesh is a Second Generation Financial Professional. A Dean's List graduate of the University of Southern California's Marshall School of Business with a Bachelor's in Business Administration with an emphasis in Finance in 2003, Nikesh received a full scholarship to Loyola Law School. As a Fritz Burns Scholar, Nikesh graduated Law School in 2006. In 2011, Nikesh was awarded the RHU (Registered Health Underwriter) and REBC (Registered Employee Benefits Consultant). In 2012, Nikesh became a ChFC (Chartered Financial Consultant). Along the way, Nikesh won many awards and honors.

Pankaj Dayal

Pankaj is a CPFA (Certified Plan Fiduciary Adviser), AIF (Accredited Investment Fiduciary) and Investment Advisory Representative with PNR Financial Services LLC which is an Registered Investment Advisor, working with clients on Pension Plan related matters on a fee only basis. Although we are only compensated on the Investments, we specialize in working with other professionals in Plan Design, Implementation and Monitoring, customized Pension Plan solutions, for companies with Owner only, and up to 2500 employees. In case of higher employee count, we team with larger organizations that can provide customized solutions meeting the needs of those businesses. Pankaj is also the Member of PNR Insurance Agency licensed in Life, Health, Property and Casualty Insurance. 

Balaji Rao 

Balaji Rao, is a Financial Advisor with Waddell & Reed providing Comprehensive Financial Planning for Business owners and individual families including Retirement, Insurance, Tax and estate planning. He has MBA degree in Finance  from Australia and is on the Board of Financial Planning Association of Orange county. He also served on the Advisory committee for UCI  Charitable Foundation. He is active Rotarian with Irvine Rotary and serves as International Projects Director .

Waddell and Reed brings unparalleled passion to the financial planning process.  With our focus on the unique goals, needs, and objectives of our clients, we are committed to the tailoring of investments, insurance and the planning process. 

Moderated by 

AJ Ghosh

As a licensed Financial Services Professional of New York Life Insurance Company, AJ offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. 

Event Sponsor: New York Life 

Tickets: Sign up Early for free admission. 

For questions, please contact

TiE SoCal : Marketing Director, Brian Frankel, 8185857013

New York Life: Abhijeet (AJ) Ghosh, 8184140040