Women & Wealth Workshop - Creating a Strategy That Works For You

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 is for women of all ages and backgrounds. There is always something new to learn when it comes to managing your money and making it grow.

This workshop replaces the previously scheduled Feb. 2014 program which was cancelled due to winter's crazy weather.

Featured Speaker(s)

Alethia Mariotta, Joan Khattab and Diane Rooney

Schedule of Events

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

Meeting Notes

Thanks to Merrill Lynch for hosting this financial seminar and providing a light supper with beverages.