Reaching Your Goals: Wealth Management Strategies for Women
Led by Laurie Zittrain Jones, Wealth Management Advisor at Merrill Lynch. Option of either a luncheon OR 5:30 hors d'oeuvres and drinks on Thursday, Jan. 14.
This workshop is designed for women and will focus on understanding your investment personality, portfolio strategies, retirement planning, caregiving, philanthropy and estate planning. It will also help you clarify your financial priorities and goals while showing how to more effectively use your resources to build and preserve your wealth.
Reservations: Pat Check at 757-789-7904 or firstname.lastname@example.org
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- Are Not FDIC Insured
- Are Not Bank Guaranteed
- May Lose Value
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