Strengthening your financial health and achieving financial security has its challenges. The series will address issues like setting goals, accumulating savings, working with financial professionals, and the numerous tools available to you throughout your financial life.
Thursday, September 12, 2019
12:00 pm to 1:00 pm
101 Constitution Ave NW
Washington, District of Columbia 20001
Online registration is closed.
Your budget is set, you’ve saved for a rainy day, and your 401(k) is on auto-pilot. That’s it, right? Women live longer, earn less and are often told not to talk about money. Let’s talk about it! Hear what moves you could make at every phase of your life to ensure you’re able to retire and be worry free. We’ll cover tips and tricks for making the most of your retirement contributions while ensuring you’re maximizing the money you’re able to save. This interactive discussion will cover topics including, making the most of your employer provided retirement plan, how much you should be saving, diversifying your assets and the impact of other factors on retirement savings, like health care costs & Rx, long-term care needs, and life choices.
Lunch will be provided
- Tommy Miller, Chartered Retirement Planning Counselor (CRPC®) for RBC Wealth Management
- Randi Braun, Founder of Something Major Coaching and Director of Enterprise Solutions at FiscalNote
- Cindy Hounsell, President, the Women's Institute for a Secure Retirement (WISER)
Moderator: Lauren Luchi, Consultant and the company is MJT Policy, LLC
- Members: $10 per session
- Non Members: $20 per session
Thank you to our ACLI for hosting us!
Thank you to our event sponsor: Mutual of Omaha
The Financial Acumen series is hosted by the Financial Services Task Force and Personal & Professional Development Committee.
Payment & Refund Policy
WGR Registration Fees must be paid in advance and are non-refundable. You may substitute someone else at your membership level for your registration without penalty; however, membership benefits are non-transferable. If your replacement is not in your membership sector, you will be responsible for the difference in fees.
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