Lunch & Learn

Jessica Skolnick - Mindi Financial

Jess Skolnick, CFA, CFP®, is a financial advisor and owner of Mindi Financial, a fee-only financial planning and investment management firm located in Beacon, NY. After two decades working in financial services, Jess founded Mindi to connect and work with clients in her Hudson Valley community. She helps mid-career professionals, freelancers and entrepreneurs give their money a purpose and build financial resilience so they can thrive no matter how unpredictable the world gets. She specializes in working with self employed individuals and people with unconventional retirement goals. When she's not working, Jess loves hiking with her two Australian Shepherds and is active in the local knitting and running communities.

Date: Thursday, November 12th, 2026

Time: 12 noon

Venue: Zoom link will be sent upon registration

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Address : P O Box 142, Wappingers Falls New York 12590