WIB-Metro New York: Financial Wellness Checkup

At WIB-Metro New York, we are committed to supporting our members’ personal and professional growth through a well-rounded approach. On April 15, we offered a valuable opportunity for members and guests to improve their financial well-being. This area remains a major source of concern in today’s uncertain environment.

Representatives from Crescent Harbor Private Wealth in Jersey City joined us to share practical, actionable strategies for financial planning. Lisa Crosta, CFP^®, CPA, MBA, Director of Financial Planning and Senior Wealth Advisor at Crescent Harbor, led an engaging and informative session. She provided clear and detailed guidance on key areas, such as cash flow management, investment strategies, estate planning, and more. Attendees also received a comprehensive financial checklist covering essentials like debt management, retirement savings, and cash flow planning. The session concluded with a lively Q&A, where participants benefited from Lisa’s expert insights and real-world experience.

We extend our sincere thanks to Dawn Fallon for organizing this valuable event, and to Lisa Crosta, John Araneo, CEO and Founder of Crescent Harbor, and Jason Greenfield, Managing Partner, for their generous support and expertise.

Submitted by Wendy Diller