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Building Financial Acumen: How to Best Save, Invest, and Protect Your Assets
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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.

6/21/2019
When: Friday, June 21, 2019
12:00 pm to 1:30 pm
Where: ACLI
101 Constitution Ave NW
Washington, District of Columbia  20001
United States
Contact: WGR Office
202-868-6797


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Event Description 


This valuable session will highlight the importance of developing a financial plan for your future and the future of your loved ones. Growing and protecting your wealth takes planning and smart investing. The idea of planning and investing, however, can be overwhelming - but it is a necessary component of becoming financially secure. Join us for discussion about when to save or invest, the difference between investment options, insurance, and necessary tools - like those used for estate planning - that support and help you secure your financial future today and beyond.

Lunch will be provided

Speakers:

  • Christopher Guest, Attorney at Law
  • Diane Hack Gould, CLU®, ChFC®, CAP®, MSFS, Nautilus Group (a service of New York Life Insurance Company) and Financial Adviser for Eagle Strategies

Moderator: Barbara Brazda Dietze, CLU, ChFC, Financial Adviser, New York Life Insurance Company

Join us for the rest of the series:

Registration Fees:

  • 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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Event Updates
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