Join us for valuable insights into personal finance strategies, from managing cash flow and investments to estate planning and beyond. We'll also hear about ways financial planning can help alleviate stress and anxiety. Don't miss this opportunity to explore practical strategies, ask questions, network, and enjoy some light refreshments!

Speaker Bio

Lisa Crosta, CFP^®, CPA, MBA, Senior Wealth Advisor and Director of Financial Planning at Crescent Harbor Private Wealth

Lisa uses her financial planning expertise to help her clients find clarity and comfort in their financial decisions. Lisa’s energy, unbridled determination, and communication give her clients the confidence they need to succeed and empower them to make great financial decisions. Lisa is a Certified Financial Planner Professional (CFP^®) as well as a Certified Public Accountant (CPA). She began her career at Ernst & Young, and then, after taking some time to raise her three children, she returned to the financial industry, where she has been for the past 10 years, focusing on comprehensive and individualized financial planning. Lisa received her Bachelor of Science from the University of Vermont and her MBA from Rutgers University. She is an active member of the Financial Planning Association of NJ, and in her free time, she enjoys cooking, skiing, and spending time at the gym.

Pricing Information

• Members/Guests: Free
• Non-members*: $15

*Not a Member? Click here to purchase a WIB membership and gain access to our video library, mentorship opportunities, and more.

Please read WIB's Code of Conduct, In-Person Event Waiver, and Refund Policy.

Note: A confirmation email will be sent after registration has been completed. 

Maximum Capacity

30

Public Transit Information

Accessible by the PATH train and NJ Transit right off the Exchange Place stations.