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WITI Boston Regional Network
Women & Wealth Workshop - Creating a Strategy That Works For You

Wednesday, October 8, 2014
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 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.

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
    Map
Schedule

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

Register Now Space is limited; we encourage pre-registration to guarantee admission.

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

Pre-Registration fees are as follows:

  • $15.00 for WITI members
  • $25.00 for non-members
Please plan to pay in advance. We accept credit cards.

Pre-Registration Deadline

All registrations must be received by Wednesday, October 8, 2014

Refund Policy

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.

Contact Us

For more info regarding registration or event details, please contact Deborah Stark ([email protected]).

For more details about pre-registration, contact Tech Support.