Financial Fluency Program
Smart Women, Smart Money
Barnard in Washington’s Financial Fluency Workshop and Brunch
Moderated by Audra Lewton, Wellesley '99
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
1475 Pennsylvania Ave., NW
Metro: Metro Center (red, orange, silver and blue lines)
Valet parking: available for $7 next door at the Willard Hotel
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 email@example.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)
Talya Bock, ‘06
Vice President at Merrill Lynch Wealth Management
Planning for Tuition and College Costs
Naintara Ramoo-Goodgame ‘15
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.