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5 Personal Finance Strategies to Live Well & Retire Well

Originally Aired
April 11, 2014
Event Type
Presented By
Evan Powers
Movie Audio Other Other

While we all recognize the importance of personal finance and long-term planning, we typically don’t give it the attention that it deserves in our busy lives. As a result, 88% of Americans report that they are worried that they won’t be able to sustain a comfortable lifestyle during their retirement years.

In this presentation, Evan Powers will cut through the noise that pervades the financial media to present five essential common-sense personal finance strategies that will help you to navigate an increasingly uncertain future. From setting a budget to managing your portfolio to understanding the benefits of tax-deferred retirement accounts, you’ll come away from this session armed with the knowledge to help you build a brighter financial future.

About Evan Powers

Evan Powers (Darden ’09) is a Financial Planner with Cypress Financial Planning, LLC, a Registered Investment Advisor firm based in Westville, New Jersey.

Evan has more than 10 years of financial industry experience, with extensive knowledge of a wide variety of financial products and strategies. He received his undergraduate degree cum laude from Harvard, with a concentration in Economics, and spent four years on Wall Street, trading equity and index options on the floor of the American Stock Exchange. After leaving New York to get his MBA at Darden, he decided to stay in Charlottesville. Evan co-founded and managed Phase Three Capital, LLC, a private investment company with a focus on low-volatility investing strategies. Evan joined Cypress in 2013 to expand the firm’s presence to Virginia, where he manages a satellite office. He works with individuals, families and small institutions to develop comprehensive financial plans to help them meet their long-term lifestyle goals.

Evan is also an avid athlete and sports fan. While at Darden, he completed internships with the Washington Nationals and the University of Virginia athletic department, helping both organizations to develop and organize marketing and community outreach strategies. A Boston native, he ran the 2010 Boston Marathon while raising money for the Bay State Games charity program.


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