Washington DC Chapter Meeting - How to Achieve Personal Financial Goals

  • 15 May 2019
  • 11:45 AM - 1:00 PM (EDT)
  • Morgan Lewis 1111 Pennsylvania Ave, NW, Washington, DC 20004

Wondering how to achieve your personal financial goals with better and smarter management? WiE DC is excited to organize a panel discussion on personal finance! Whether you are saving up for your first house or managing your investment portfolio for retirement planning, join us to hear about a variety of personal finance topics so that will help you prepare for your future.

Our speakers are:

- Linda Daniels, MS, EA, ChFEBC, Investment Advisor Representative at LifeTyme Financial LLC (Bio)

- Charlotte Kuenen, CFP, Financial Advisor and Portfolio Manager at Morgan Stanley (Bio)

Moderated by Emma Kelly, Account Executive at TransPerfect Legal Solutions

Lunch will be provided by Barrister Digital Solutions

NOTE: Please RSVP by Tuesday, 5/14, and provide the names of any guests as a list of attendees is required for the Security Desk.

As always, please feel free to contact the D.C. Chapter at DC@womeninediscovery.org with any questions or comments.

Mark your calendars for our next meeting on 6/19!

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