Celebrate the last day of Financial Literacy Month by mastering the ABCs of Finance!
Accounting topics you should be aware of as we wrap up Q1.
Basics in finance you can master
Checklist to get back on track when it comes to business & personal finances.
About our presenters:
Amy Corcoran specializes in providing tax and accounting services to individuals, small business owners and nonprofit organizations. Prior to starting Amy E. Corcoran, CPA, Amy worked in the tax department of a large regional CPA firm for 14 years, focusing on operating businesses and nonprofit entities. She has a Bachelor of Science in Management and Accounting and Finance and a Bachelor of Professional Accountancy from Tulane University. Amy is also a Certified Public Accountant licensed in the State of Louisiana.
She is a member of the Society of Louisiana CPA’s and its New Orleans Chapter and the American Institute of CPAs. She is also a member of the Junior League of New Orleans, the Young Leadership Council, and the Krewe of Muses. Amy currently serves as the treasurer of Market Umbrella and is a past Board Member and Officer of the Young Leadership Council, Hands On New Orleans, and New Orleans Faith Health Alliance. She is a past Nominee for the CityBusiness Woman of the Year and CityBusiness Money Makers. Amy resides in Mid City with her husband Mikey and their dogs Ernie and Calli.
Marigny deMauriac, CFP®, AAMS®, is a graduate of Loyola University and a 7 year veteran of the finance industry. She earned her Accredited Asset Management Specialist™ designation in 2016 and her CERTIFIED FINANCIAL PLANNER™ designation in 2020. She launched deMAURIAC, a 100% women-owned investment advisory and CERTIFIED FINANCIAL PLANNER™ firm in 2019.
Prior to becoming licensed in finance, Marigny earned her Master’s in Counseling and worked in mental health. While working in mental health, she directly counseled children and adults, led and co-facilitated group counseling sessions, investigated civil commitment cases and court-ordered commitments in criminal proceedings, and interviewed clients who had been involuntarily committed to a psychiatric hospital. Her experience working in mental health prior to working in finance was foundational in forming the comprehensive approach she takes when collaborating with individuals in their financial lives. She envisions a world where people are able to change unwanted financial behavior and have productive conversations about money without feeling overwhelmed, anxious or stressed. She assists clients in aligning money with core values in order to live simpler, more intentional financial lives.
Hybrid event options:
– Live event for up to 12 people at the WB Collective New Orleans
– Virtual event, with Zoom link, for anyone attending remotely