Financial Fluency Program

Smart Women, Smart Money

 

Barnard in Washington’s Financial Fluency Workshop and Brunch

Moderated by Audra Lewton, Wellesley '99

Click here to purchase a ticket

Join Barnard in Washington for an information-packed financial fluency workshop with leading Barnard-educated financial advisors.  Modeled after the weekend intensive programs held at the College and designed especially for women of all ages, this workshop will discuss strategies for successful budgeting, investment decisions, paying for children’s education and retirement planning. Learn effective methods to assess your current finances, determine your long-term goals, and create a plan to reach them. 

A buffet brunch and opportunity for Q&A with the presenters is included.

 

Sunday, April 23, 2017

11:00 AM -3:00 PM

The Occidental Restaurant, The Presidential Room

(www.occidentaldc.com)

1475 Pennsylvania Ave., NW

Metro: Metro Center (red, orange, silver and blue lines)

Valet parking: available for $7 next door at the Willard Hotel

Price:

$60

Includes the workshop and buffet brunch with coffee and tea and juice.

Cocktails and other beverages will be available for individual purchase at the bar.

 

Please RSVP by April 19: by e-mail to biwclub@aol.com (we will send you an electronic invoice) or by mail to BIW, 637 North Illinois Street, Arlington, VA 22205

 

Audra Lewton, Barnard’s Director of Gift and Estate Planning, will serve as moderator and introduce our panelists:

 

Investment Decisions & Asset Allocation

Kristan L. Anderson,  ‘95

Director of Retirement Plan Services and Director of Financial Planning

West Financial Services, Inc.

 

Day-to-Day Financial Planning

Maria Antokas ‘80

Owner, CapitalWise, LLC

Co-author of “Don’t Call It A Budget – Personal Money Management In The Age Of Stuff Overload” (which will be available for purchase at the event)

 

Retirement Planning

Talya Bock, ‘06

Vice President at Merrill Lynch Wealth Management

 

Planning for Tuition and College Costs

Naintara Ramoo-Goodgame ‘15

Relationship Manager

LRG Wealth Advisors, High Tower Advisors LLC

 

We hope that you will join us for this very special event, which will combine practical advice and camaraderie with Washington-area Barnard alumnae.