Grab your favorite beverage and join us at our January Happy Hour Meet-Up as we learn from one another and build new friendships!
We are so excited to welcome Shane Mason and AJ Ayers of Brooklyn Fi as our special guests at the January 19th NexGen Happy Hour Meet-Up. NexGen Happy Hour is open to all financial planning and allied professionals who are "new to their career". We welcome and encourage financial planning students to join as well!
When: Thursday, January 19th
Social Hour: 6 - 7 pm ET
Speakers: 7 - 8 pm ET
About Shane: Shane is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, and Certified Private Wealth Advisor™ professional who specializes in helping self-employed creatives and tech professionals foster wealth. After spending seven years in the public accounting space with PriceWaterhouseCoopers and Raich, Ende, Malter, Shane embraced his independent spirit and launched BKFI with AJ. He’s also a Certified Student Loan Professional and an Equity Compensation Associate. He spent the early years of his accounting career working with start-ups in Austin, Texas before moving to Brooklyn to learn just how messy New York taxes can be. With a strong foundation in the technical elements of tax planning, Shane focuses on the nuts and bolts of our client's financial plans.
About AJ: Ally-Jane (AJ) is a CERTIFIED FINANCIAL PLANNER™ who specializes in helping creatives and tech professionals build wealth. In her 20s she watched so many friends succeed creatively while still struggling with their finances and realized it was time to do something about it so she started a financial education podcast and went back to school to become a financial planner. AJ launched BKFI with Shane shortly after his guest appearance on her podcast. She’s also an Enrolled Agent and a Certified Equity Professional. With her expertise in tax planning surrounding stock options, she has helped dozens of clients transform a windfall into a path to financial independence. As a writer and editor with a strong background in communications, AJ is passionate about delivering Brooklyn FI's message to our clients and the community.
*If you can't join us for the whole time, that's okay . . . jump on/off when you can!
