Event Calendar

Wednesday, September 26, 2018

Advanced Financial Planning - Up Your Game

Start Date: 10/23/2018 6:00 PM EDT
End Date: 10/23/2018 8:00 PM EDT

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

Location:
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


Featuring:
Emily Dupre, Regional Director, MFS Investment
Daniel Welch,
 CFP®, CIMA®, Sr. VP, Morgan Stanley

Moderator:
Charlotte Kuenen, CFP®, Financial Advisor and Sr. Portfolio Manager, Morgan Stanley


This session will focus on what an actual plan looks like, how it is built, the uses and benefits of a flexible plan, the power of scenario planning with various “what ifs,” along with a brief overview of important concepts like risk-adjusted asset allocation and tax-efficient asset location. Panelists will provide an overview of what can go wrong with your estate/your legacy for your loved ones if you’re not attuned to some common mistakes and oversights.
  

 
Advanced Registration Cost:
Members $10
Non-Members $20
Student Members $5

After 10/19/2018
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: 10/22/2018 11:45 AM

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