Event Calendar

Wednesday, July 25, 2018

Introduction to Financial Planning 101

Start Date: 7/25/2018 6:00 PM EDT
End Date: 7/25/2018 8:00 PM EDT

Venue Name: Skadden, Arps, Slate, Meagher & Flom LLP

1440 New York Avenue, NW
Washington, DC  United States  20005

Online Registration is now closed, you can register onsite at the event.

Presented by: Women and Finance Committee

Maureen Thompson, Vice President of Public Policy, CFP Board
Paige Rafferty, Vice President, Dreyfuss Investment Management
Charlotte Kuenen, CFP®

This is the WBA’s first program in a six-part series on “Women and Finance.” Join us for this important introduction to financial planning. Hear from experts about key blind spots many of us have and learn the full scope of planning opportunities to help you accomplish what you want out of life, protect your loved ones, and ultimately leave a legacy to those important to you. Find out how to get started on your personal financial plan, why it’s important to have a comprehensive, holistic approach, and what to ask potential advisors you may be considering. Reception, networking, and informal Q&A time included.  Appropriate for early stage professionals as well as mid-and-later career attorneys who wish to start on or update a formal financial plan.
Topics to be covered include:

  • Why is financial planning so important?
  • What can financial planning really accomplish for you?
  • Key bind spots in planning and important issues women investors face.
  • The role of debt in planning – ways to address student loans, credit cards, mortgages.
  • Do I need the help of an advisor or should I go it alone?
  • What are the main steps to get started on a financial plan?
Advanced Registration Cost:
Members $10
Non-Members $20
Student Members $5

After 7/23/2018
Members $15
Non-Members $25
Student Members $10

Thank-You to our Sponsor Skadden, Arps, Slate, Meagher & Flom LLP!

Refunds can only be processed for cancellations received more than two business days prior to the event.

The WBA is a nonpartisan organization. The opinions and positions expressed by any program speaker are theirs alone and do not necessarily reflect the views of the WBA.

Registration or participation in events and other activities constitutes an agreement by the registrant to WBA's use and distribution of the registrant or attendee's image in photographs of such events. 

The WBA regularly hosts programs for the education and enjoyment of its members and guests. The WBA is committed to ensuring that its employees, members, and guests are able to conduct their activities free from harassment or intimidation. The WBA, in its sole discretion, therefore reserves the right to deny access or to remove any attendee.


Online Registration

Registration is Closed
Closed: 7/24/2018 11:00 AM

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