Barnard: Financial Fluency

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Barnard in Washington’s Financial Fluency Workshop and Brunch

Barnard in Washington is extending an invitation to all ColumbiaDC women for an information-packed financial fluency workshop with leading Barnard-educated financial advisors.  Modeled after the weekend intensive programs held at the College and designed especially for women of all ages, this workshop will discuss strategies for successful budgeting, investment decisions, paying for children’s education and retirement planning. Learn effective methods to assess your current finances, determine your long-term goals, and create a plan to reach them. 

A buffet brunch and opportunity for Q&A with the presenters is included.

Location: The Occidental Restaurant, The Presidential Room 1475 Pennsylvania Ave., NW

Metro: Metro Center (red, orange, silver and blue lines)

Valet parking: available for $7 next door at the Willard Hotel

Price: $60 (Includes the workshop and buffet brunch with coffee and tea and juice)

Cocktails and other beverages will be available for individual purchase at the bar.

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Please RSVP by April 19!

or by mail to BIW, 637 North Illinois Street, Arlington, VA 22205

Audra Lewton, Barnard’s Director of Gift and Estate Planning, will serve as moderator and introduce our panelists:

• Investment Decisions & Asset Allocation
Kristan L. Anderson, ‘95
Director of Retirement Plan Services and Director of Financial Planning
West Financial Services, Inc.

• Day-to-Day Financial Planning
Maria Antokas ‘80
Owner, CapitalWise, LLC
Co-author of “Don’t Call It A Budget – Personal Money Management In The Age Of Stuff Overload” (which will be available for purchase at the event)

• Retirement Planning
Talya Bock, ‘06
Vice President at Merrill Lynch Wealth Management

• Planning for Tuition and College Costs
Naintara Ramoo-Goodgame ‘15
Relationship Manager
LRG Wealth Advisors, High Tower Advisors LLC

We hope that you will join us for this very special event, which will combine practical advice and camaraderie with Washington-area Barnard and Columbia alumnae.

WHEN
April 23, 2017 at 11am - 3pm
WHERE

The Occidental Restaurant

1475 NW Pennsylvania Ave
Washington, DC 20004
United States
CONTACT

Judy Acs

Sorry, this event is sold out.