Gen Z & Personal Finance: Designing Wealth on Your Terms
For the Visionaries & Leaders: Financial stress is the quietest productivity killer in the modern workplace. Financial autonomy is now a top-tier employee benefit.
This session explores how the next generation of talent is leveraging fintech to manage debt, build wealth, and stay focused on the mission.
For Gen Z Change-Makers: Be honest: most of us learned more about ancient history in school than how to manage a paycheck.
Money isn't just about numbers; it's about flexibility, purpose, and control whether you're juggling a side hustle, student loans, or your first real salary. Learn how to:
Build a simple money system (even with irregular income)
Align spending and investing with your values
Make financial choices that support the life you want
Panelists:
Tanya Van Court, Founder and CEO of Goalsetter
Sofia Figueroa CFP®, Senior Financial Planner at Ellevest
Ronnie Green, Co-Founder and CEO of AlgoPear
Katrin Kaurov, Co-Founder and CEO of Frich
Schedule:
6:00 PM | Warm Up: Grab a bite, meet the room, and shake off the day.
6:15 PM | Deep Dive: A candid panel with experts + then answers to your burning Qs.
7:15 PM | Connection: Drinks, snacks, and interesting people.
Organizers:
Sharely helps fintech companies embed tax-efficient stock donations directly within their apps, enhancing the customer experience through values alignment and tax savings. Through personalized reporting, donations transform into real-world impact that deepens engagement and loyalty.
Build Scale Grow helps founders through focused, efficient scaling. We build strategies and metrics for Social Impact, EdTech, and Health Tech startups, with a focus on introverted founders. Stay authentic and ambitious.
Founded in 2016, the New York Tech CFO Group is a free forum for finance leaders to share insights on strategic planning, benchmarking, and financial solutions. We host regular in-person gatherings from casual happy hours and breakfasts to educational and networking events.