Founder of Heights Institute
Apr 08, 2027
Helena Song
Founder of Heights Institute
ABOUT THE SPEAKER
Helena Song, CFA, spent 30 years on Wall Street as an analyst and investment banker, including S&P Global, GE Capital, and ING. Today she is an investor and the founder of Heights Institute, an independent financial education initiative. She lives in Ridgewood.
TALK OUTLINE
1. The cost of standing still: how inflation quietly erodes savings
2. Common pitfalls: waiting too long, avoiding the market, or treating it as speculation
3. The power of time and discipline: what consistent, long-term investing can build
4. The five-step framework: Purpose, Strategy, Structure, Alignment, Freedom
5. Q&A