Northeast Region Business Over Breakfast
May 12, 2016, 8:00-9:30am
Suburban Diner, 172 Route 17N, Paramus, NJ
Join us for our monthly networking breakfast and presentation of helpful tips by a NJAWBO member. Today's presentation is
Spring Cleaning: Organizing the Rooms
in Your Financial House
With a Focus on Retirement Planning Strategies for Women Investors
Jennifer Polidori, ADPA, CRPC®
Financial & Portfolio Advisor, Merrill Lynch Wealth Management
As a woman business owner, you know how important it is to get your financial home in ship shape to keep your business growing and running smoothly! Jennifer will help you simplify, organize, and “clean up” your investment house. We’ll be “spring cleaning” with special strategies for each of these rooms: retirement, estate planning, liabilities, insurance, banking, and investments, with more detailed information on retirement strategies for women. Jennifer will also highlight challenges that women investors face and ways to overcome them. Once your financial home is in order, you'll have more peace of mind and be better able to make good business decisions and take advantage of business opportunities—plus more time and energy for success!
For almost 20 years as a Merrill Lynch financial advisor, Jennifer Polidori has been working with families, individual investors, and business owners, helping them design a road map and strategies for realizing their financial goals. She works closely with her clients, monitoring the progress toward their goals and meeting regularly to adjust individually designed strategies as needed. Jennifer’s detailed planning process creates a more efficient goals-based investment strategy with a better understanding of every aspect of her client’s financial picture, long-term planning needs, and wealth transfer desires. She holds the Chartered Retirement Planning Counselor(sm) (CRPC®) designation and the Accredited Domestic Partnership Advisor(sm) Designation (ADPA®).
After the presentation, attendees will have 30 seconds to introduce themselves and briefly describe their product/service.
There is no meeting fee. Simply order off the menu and pay for what you order.
Please register in advance by email to Laura Graziano at firstname.lastname@example.org by May 11.
Not a member yet? Click on the JOIN NOW link above.
Prospective members are most welcome to join us three times before becoming a NJAWBO member.
Hope to see you there!