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April 27, 2019

Breakfast & Networking 9:30 AM
(bring business cards, resumes, any helpful info for others)
Program 10 AM - Noon

New Jersey Law Center
One Constitution Square
New Brunswick, NJ 08901


please RSVP by April 24, 2019 by replying to this email so that we have an accurate count for breakfast as well as enough seating.


 

The Psychology of Money

Taking a Rational Approach to Managing Your Wealth

 Your perceptions, biases and emotions about money can affect the financial decisions you make. Understanding the complex dynamics of your relationship with wealth and developing strategies for making objective decisions can help you manage your wealth more wisely.

Join us for an informative seminar where we will explore:
  • Your relationship with money
  • How emotions affect your money habits
  • Strategies for changing the way you think, feel and act about money
Bio:
Corethia V. E. Oates is a certified Portfolio Manager, Financial Advisor with over 20 years experience in the investment and financial planning fields. Her process is designed to provide financial planning based strategies, working with other centers of knowledge within the Morgan Stanley system, as well as working with clients CPAs, Attorneys, and other Trusted Advisors overseeing the investment selection process, risk management for discretionary portfolio design.

Corethia holds securities licenses of Series 7, 63, 65, Managed Futures and State Life & Health Insurance and Mortgage, Banking and Lending services. She graduated with honors from Union County College.
  • Corethia's community engagement includes:
  • Founder, Bergen County Black Business Network
  • Young Women’s Christian Association, (YWCA) T.W.I.N., honoree
  • Women’s Rights Information Centers Celebrating , (W.R.I.C.) Community Change Makers, honoree
  • First African American female Chair, Bergen County Workforce Investment Board
  • Women’s Institute of Bergen Community College, Founding Chair, Mentor Program
  • Women United in Philanthropy of Bergen County United Way member
  • Bergen County Girl Scouts, NJ as Woman of Distinction honoree
  • Vestry Board member, Youth Group Advisor and choir member, soup kitchen, a computer classroom after-school program and homeless program founding member.
  • Holds a Kingdom Advisor certification designation providing Biblically based financial advice.
  • 1980 placed in the Track and Field Olympic trials

Corethia resides in Hackensack, NJ with her husband, Warren, who serves on various boards.

 

 

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