The Newman Group of Oppenheimer & Co. Inc.

The Newman Group of Oppenheimer & Co. Inc. The mother-daughter duo on a mission to empower women financially

Last week was Part 2 of a three-part Financial Wellness series I've been leading for the team at Vevo.Week 1, we started...
07/20/2026

Last week was Part 2 of a three-part Financial Wellness series I've been leading for the team at Vevo.

Week 1, we started with the foundation:
• Defining what your future self looks like
• Setting meaningful financial goals
• Building a budget
• Understanding your net worth

Then, we shifted to investing:
• Why investing matters
• The different types of investment accounts
• How a 401(k) works
• When it makes sense to invest on your own—and when working with a financial advisor can add value

This fall, we'll finish by talking about something just as important: protecting what you've built through employee benefits, insurance, and risk management.

One thing I love about teaching financial wellness is that it reminds us that money isn't a collection of isolated topics.

You can't have an investment conversation without first understanding cash flow. You can't build wealth without protecting it. And you can't make confident decisions if you don't understand how all the pieces fit together.

That's why I believe financial education shouldn't be a one-time seminar—it should be a conversation that grows alongside people's lives and careers.

Thank you to everyone at Vevo who spent part of their afternoon investing in themselves. I'm looking forward to wrapping up the series together this fall.

Address

New York, NY
10017

Alerts

Be the first to know and let us send you an email when The Newman Group of Oppenheimer & Co. Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share