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Financial Planner Career and Financial Basics

Name: Financial Planner Career and Financial Basics
Start: 2025-03-13T17:30:00.000-07:00
End: 2025-03-13T20:00:00.000-07:00
Location: Silkroad Innovation Hub

Hosted by Central Asian Ladies Initiative (CALI) & 6 others

Silkroad Innovation Hub

Palo Alto, California

Past Event

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About Event

CALI - Central Asian Ladies Initiative is excited to invite you to our next event: "Financial Planner Career and Financial Basics". Join us to hear about financial planning, career development, and personal finance fundamentals! Whether you're exploring a career as a financial planner or learning financial planning basics in the U.S., this event is your opportunity to learn from two leading experts in the field.

Details of the Event

📅 Date: Thursday, March 13th, 2025
🕠 Time: 5:30 PM - 8:00 PM
📍 Venue: Silkroad Innovation Hub, 320 High Street, Palo Alto, Silicon Valley

Event Agenda

🕠 5:30 PM - 6:00 PM → Networking

Connect with fellow attendees, financial professionals, and entrepreneurs from the Central Asian and Silicon Valley communities.

🎤 6:00 PM - 7:30 PM → Speaker Presentations: Veronika Carter and Alty Kosherbek

Veronika Carter will focus on financial planning, explaining key financial concepts and practical tips for managing money wisely. Alty Kosherbek will share her career journey, talking about her experiences and lessons learned along the way.

🤝 7:30 PM - 8:00 PM → Q&A and Networking

Continue conversations, ask questions, and expand your professional network.

Featured Speakers

💼 Veronika Carter, MD, FPQP®

Associate Financial Planner, Tomren Wealth Management

Veronika has spent the past six years building her career in wealth management and retirement planning. With a background in coaching and financial operations, she specializes in making complex topics clear and practical. In this workshop, she will share her journey into finance, lessons learned along the way, and key financial fundamentals that everyone should know.

💼 Alty Kosherbek

Financial Consultant

Alty is a Financial Consultant at multinational financial services corporation, with prior roles including Regional Relationship Manager and Fixed Income Specialist. She has also served as Business Development Manager, Junior Executive and Marketing Manager. Alty specializes in asset management, retirement planning, and investment strategies. She brings valuable expertise in holistic financial planning and investment portfolio management.

Why Attend?

✅ Learn how to start a career in financial planning
✅ Learn personal financial planning basics
✅ Network with professionals in finance, business, and tech

Whether you’re considering a career in wealth management or simply want to improve your financial knowledge, this workshop will break down essential financial concepts in an approachable way.

This session is for educational purposes only and does not constitute financial advice.