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The Basics of Budgeting with Certified Financial Planners of Boston

Why have a budget? How do you create a budget? Are you a saver or a spender or a mix of both? How are budgets empowering? How can you better understand your paycheck and make a smart money plan and stick to it?

Join Tirthraj Gupta and Walter Hartford, members of the Certified Financial Planners Society of Boston, to become a more informed consumer of financial services.​

Tirthraj Gupta is a manager at Ernst & Young's Wealth and Asset Management Business unit. Gupta has worked in Asset Management and Advisory firms in various capacities in Boston for the last 15 year and is a CFA charter holder. Walter Hartford is a financial advisor at Edward Jones in Beverly. Previously he spent over three decades in the financial services industry in a variety of product development and product management roles. He has also earned the CFA® professional designation.

Monday, November 6, 2023
7:00pm - 8:00pm
Community Room A, Community Room B
  Classes & Workshops  

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