Capital J
Personal Finance 1:1 Office Hours
Adults (18+)Date : Tuesday, Jun 17
Time :
8:00 pm - 9:30 pm
Location : Edlavitch DCJCC
1529 Sixteenth Street, NW, Washington, DC
1529 Sixteenth Street, NW, Washington, DC
Those who have been impacted by changes to the federal/contract workforce are invited to a complimentary 1:1 conversation with a wealth management advisor about personal finance, budget management, retirement plans, and more.
Talya Bock and Danielle Thibault, CFP® Wealth Management Advisors at Merrill Lynch, will be available for 10 minute complimentary personal finance conversations. They can provide guidance on a wide range of topics such as managing your personal budget in case of a career transition, portfolio strategies for turbulent markets, TSP choices, and how to navigate lifetime income in retirement. Please submit your questions in advance to Adam Cooper at acooper@edcjcc.org.
This program is aimed at those who have been impacted by changes to the federal/contract workforce. Conversations are completely confidential and will take place in a private room. Space is limited and advance registration is requested; conversations will be held on a walk-in basis from 8:00-9:30 PM.
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