Registration Closed- Financial Planning: Investing & Saving For Your 20s, 30s, 40s & Beyond!

Was it your New Year's Resolution to be smarter with your money?
You're never too young to start saving!

Join us for this exciting, FREE, seminar where we will cover various topics in investment, saving and provide concrete tools for PSU Alumni to reach their financial goals. We're thrilled to offer multiple perspectives in the field who can advise for alumni in every decade of their life.  No sales pitch here!  **FREE Wine & Cheese will be provided**

When: Wednesday, February 12th, 2020
Where: CohnReznickLLP, 1301 6th Ave #7, New York, NY
Time: 6:30pm-8:30pm

**Please note that the registration for this event is now closed.** 

Featured Panel Speakers (all Penn State Alumni!):


Joe Soranno
CRPC® Financial Advisor & Managing Director at Ameriprise Financial, Inc.

Joseph Soranno has over 20 years of financial planning industry experience.  He currently is a managing director and a senior partner of The Rose/Soranno Group at Ameriprise Financial.  Prior to Ameriprise, Joe was a partner of the The Rose/Soranno Group at Morgan Stanley Smith Barney LLC and Merrill Lynch & Company.  He is also the immediate past President of The Penn State Alumni Association, New York City Chapter.  For more information, please visit: 


evanwohlEvan Wohl
CFP®, ChFC®, CLU®, RICP®, Senior Associate, Cambium Group, LLC

Evan Wohl is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter and a Retirement Income Certified Professional.  He has spent the last 12 years becoming an expert in personal finance, specializing in working with successful young families and business owners.  Evan and his team is the single point of contact for his clients to coordinate and integrate the often large number of financial institutions and financial professionals one will have to interact with on a regular basis.  He provides guidance on everything from cash flow management, investment management, trust & estate work, college planning, retirement planning, etc.  Evan lives in north Jersey with his wife, 2 young children and dog.  



Joseph O'Donnell
CPA, Financial Advisor

Joe has been in the financial services industry for over 22 years. He started in Audit & Advisory services at Price Waterhouse where his client base was predominantly comprised of large banks, broker-dealers, and funds.  Joe is dedicated to helping his clients preserve and generate wealth and firmly believes that focusing on their protection first will set them on the right path to achieving their financial goals.  He is inspired to help his clients because he knows that the work we do can have a meaningful impact on their legacies as well as their businesses, families, and communities. Joe is an avid sports fan and enjoys experiencing different cultures while traveling with his wife, daughter, and son.