5:30 pm - 8:00 pm
Join Alethia Mariotta, Joan Khattab, and Diane Rooney of Merrill Lynch Financial Advisors, for a workshop that will help you address the financial concerns and challenges facing women today in relation to your own goals and financial objectives..
Financial Advisors, Alethia Mariotta, Joan Khattab and Diane Rooney will offer insights on how you may address your concerns and pursue your goals.
- Are you prepared financially for a long life well into retirement?
- Are you successfully balancing your current financial needs with your long-term retirement strategy?
- Have you assessed your retirement needs, including a retirement income plan?
- Does your investment strategy balance risk and growth potential?
This workshop replaces the previously scheduled Feb. 2014 program which was cancelled due to winter's crazy weather.
Meeting Notes: Thanks to Merrill Lynch for hosting this financial seminar and providing a light supper with beverages.
About Our Speaker(s)
Alethia Mariotta, Joan Khattab and Diane Rooney
Event Date and Venue
This event will be held from 5:30 pm - 8:00 pm on Wednesday, October 8, 2014 at:
Merrill Lynch Wealth Management
100 Federal Street, 17th Floor
Boston, Massachusetts 02110
5:30 pm - Networking with Like-Minded Women, Meet the Experts
6:15 pm - WITI and Sponsor Welcome
6:30 pm - Workshop Begins
7:45 pm - Final Questions, Follow-up and Raffle Prizes
8:00 pm - Evening Concludes
Take me directly to the registration form.
About Our Sponsor(s)
When you choose a Merrill Lynch Financial Advisor, you're entering into a unique long-term relationship. One where your advisor takes the time to develop a thorough understanding of who you are, how you think and what matters most to you. It's a relationship that combines financial experience with intimate knowledge of your priorities to plan, protect and help fulfill your vision of the future. Our Financial Advisors, Alethia, Joan, and Diane combine know-how with "know you" to create a strategy that brings your unique vision of the future to life — the way we have for clients like these. Learn more here.
Pre-Registration fees are as follows:
- $15.00 for WITI members
- $25.00 for non-members
All registrations must be received by Wednesday, October 8, 2014
Please check your calendars carefully, as we will be unable to issue refunds. If you are unable to attend, we encourage you to find a substitute to take your place. If you do wish to substitute, please email Tech Support.
For more info regarding registration or event details, please contact Deborah Stark ([email protected]).
For more details about pre-registration, contact Tech Support.