The Research Triangle Park

WIB-RTP | Find Your Fiscal Fortitude Lunch & Learn

The Frontier | 800 Park Offices Drive, RTP Jul 21 11:30 am - Jul 21 1:00 pm

WIB-RTP Find Your Fiscal Fortitude to Manage Your Finances and Forge Your Future During Your Lunch

Women are often the financial, schedule, and wellness managers of their households. These roles create a variety of monetary demands which, combined with women having a longer life expectancy, means that having a better understanding of wealth planning is vital for women even if they haven’t played this role before. Despite the fact that women control more than half of the nation’s wealth women are much less likely to be prepared for retirement and other major financial events than men.

Take control of your financial future by taking advantage of WIB-RTP’s first “lunch and learn” event. We will meet at Frontier, which is conveniently located in the heart of RTP. We promise that we will have you in and out within an hour that you probably already take for your lunch break. Come and join us for a boxed lunch while two financial advisors, Amy Johnston and Elizabeth Pritchett from Morgan Stanley, will explain the basics of personal finance and saving for retirement to us. They will also educate us about the importance of creating a financial plan, and how to get started with the financial planning process. We offer a limited number of seats so please reserve your spot early before we close our online registration on July 18, 2016.

 

Speaker Biographies

About Amy Johnson: Amy is a Financial Advisor and Financial Planning specialist with The Orchid Group at Morgan Stanley. She joined Morgan Stanley in 2013, and has over 10 years of experience in finance.

About Elizabeth Pritchett: Elizabeth is a native of Durham who works with The Gresham Pottenger Stark Group at Morgan Stanley - a team of five people with over 100 years of experience in the financial services industry. Elizabeth joined Morgan Stanley in 2014 with a focus on financial planning.

 

Program

11:30 a.m. – 12:00 p.m.

Registration and Networking

12:00 p.m. – 1:00 p.m.

Lunch and Presentation

 

Pricing Information*

Members

  • Early-Bird Pricing through July 18, 2016: $10
  • Late Pricing after July 18, 2016: $15

Non-Members

  • Early-Bird Pricing through July 18, 2016: $25
  • Late Pricing after July 18, 2016: $30

* - Price includes lunch box. Extra lunch boxes for walk-ins will be ordered but are not guaranteed.

 

On-Line Registration Deadline
July 18, 2016

Event Date/Time
Thursday, July 21, 2016
11:30 a.m. - 1:00 p.m. EST

Maximum Capacity
30

Venue
The Frontier – The Classroom, 800 Park Offices Drive RTP, NC, 27709