Verso University Presents: Next Generation Investing and Philanthropy for Recent College Grads and Parents

Class Details

February 4, 6-7:30 pm (Board Room)

This practical and engaging interactive session will provide participants with a take-home resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones — including budgeting, saving, investing, and starting a family.

This class is FREE with registration!

Find answers to your questions:

• How can you confidently step into the financial world?
• What portion of your savings should be invested and how should you allocate this money?
• Should you create a charitable trust as a way of fulfilling philanthropic goals?
• How do you prepare for significant life events like purchasing a home or supporting loved ones?

About the Instructors

John Nelson began his investment industry career in 2006 and has been the managing partner of a team that offers nearly 70 years of combined experience, assisting families in Fairfield County and the New York City Metro area pursue their financial goals.  Most recently, he was Financial Advisor and Westport Branch Manager at Ameriprise Financial.  Prior to forming E3 Wealth Advisory Group at Stifel, John served for 20 years as a pilot and intelligence officer in the U.S. Marine Corps and 10 years as a United Airlines Boeing 767 pilot.

Nelson’s leadership and organizational skills are reflected in the group, facilitating efficient, long-term, and mutually respected relationships with his clients.  His mission is to simplify clients’ financial lives – with a premium on the human connection.  Each client situation is unique, and it’s vital to provide a level of service that each client feels they deserve. Nelson holds the Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.

Stacy Thomson began her investment industry career in 2020. Prior to joining Stifel E3 Wealth Advisory Group, Thomson spent 20 years in leadership at marketing and advertising agencies, working with global clients like Nestle, Unilever, and Allergan. Before Thomson became a Financial Advisor, she conducted focus groups and gathered insights about what their clients need. She discovered that many people, including herself, didn’t know what they should expect from their financial advisor. She learned it’s not about buying and selling stocks — it’s about forming a strategic relationship with clients with a keen eye toward their financial goals. Thomson believes the great ones hold your hand through uncertainty and life events, consider your entire financial life, and work with you to make smart, unemotional decisions.

Thomson’s goal is to provide top-tier client experience and guidance to her clients. She made both a life and career-changing decision to take her skills and apply them to helping people understand what they should expect from a financial advisor and delivering that experience. She holds Series 7, 24, and 66 securities licenses, including life and health insurance licenses.

Important Information About Verso University Classes

• Classes are usually structured as a consecutive series.
• Class size is often limited.
• Each series has a one-time fee registration fee covering all classes in the series.
• Registration is mandatory.
• The Westport Library wants to ensure that all interested students are able to participate in Verso University courses. If the registration fee is a barrier to entry for you, please contact [email protected].

Verso University is the Library’s lifelong learning and education initiative, serving up year-round offerings of classes, workshops, and lectures designed to further education and learning. Offerings run the gamut of educational opportunities, ranging from one-time lectures to ongoing courses to classes that meet weekly or perhaps monthly.

Personal Finance

Verso University programs are made possible by the generous support of the Nancy J. Beard Lifelong Learning and Education Fund.