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Webinar: Your 403b - Retirement Plan Now
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This webinar will specifically focus on considerations for those anticipating or currently planning for retirement within the next 5 years.

 Export to Your Calendar 7/16/2020
When: Thursday, July 16, 2020
1:00pm - 2:15pm ET
Where: Zoom Webinar
United States
Contact: Monica Valenzuela
646-405-8059


Online registration is available until: 7/15/2020
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Your 403b - Retirement Plan Now

Live Webinar

Thursday, July 16, 2020
1:00pm - 2:15pm ET

Description

While retirement planning is a life-long process, many individuals are facing immediate concerns in the wake of the pandemic’s immense financial repercussions.  The reality is that while some may be presented with early retirement options, others are considering delaying plans to recuperate losses.  This webinar will specifically focus on considerations for those anticipating or currently planning for retirement within the next 5 years.  Speakers will provide a market snapshot, including new Coronavirus-related loans, review of fiduciary protections and rights, and share steps you can take to assess risk and increase retirement benefits.  

Speakers

Listed Alphabetically

 

 

 

Debbie DiVito, Director and Private Banker, Citi Private Bank

Debbie DiVito is responsible for providing personalized wealth management strategies to high net worth individuals, their families, and their businesses. As the principal contact for her clients’ financial needs, Debbie works closely with a team of experienced specialists with expertise that spans banking, financial planning, investments, customized credit strategies, and estate planning. She holds a Master’s degree in Accounting from The University of Virginia, and has three undergraduate degrees in Finance, Multinational Business Operations, and Spanish from The Florida State University. Debbie is a Certified Public Accountant and holds Series 7, 66, and 79 FINRA licenses.

 

 

 

Avani Ramnani, Director of Wealth Management and Financial Planning, Francis Financial

Avani Ramnani has 16 years of experience in the financial planning industry and an additional six years of experience working in strategy consulting. Over her extensive career, she has developed expertise in the areas of tax planning, financial planning, and investment management. She has earned the Certified Financial Planner™ and Certified Divorce Financial Analyst® designations. She completed her financial planning educational certification from the College of Financial Planning in Denver. She holds a Bachelor’s degree in finance and an MBA with a specialization in finance from one of India’s top 10 business schools.

 

   

Marina Rodriguez, Vice President and Financial Planning Analyst, Citi Private Bank

Marina Rodriguez is dedicated to developing and delivering comprehensive financial planning strategies to address clients’ wealth management goals around cash flow needs, estate planning strategies, asset allocation positioning, retirement goals and education planning. She brings over 14 years of experience in wealth management, having worked at Sontag Advisory, City National Bank, Wells Fargo and U.S. Trust earlier in her career. Rodriguez received her Bachelor of Arts in Economics from New York University. She is a Certified Financial Planner™ and holds Series 7 and 66 FINRA securities licenses.

 

The program is organized and presented by the Association of Art Museum Curators (AAMC) Foundation.The information presented here is subject to change without notice. The organizers assume no responsibility for any errors that may appear here, and in no event shall the organizers be liable for incidental or consequential damages arising from use of this document or other program-related material. This document and parts thereof must not be reproduced or copied without the organizers providing written permission, and contents thereof must not be imparted to a third party nor be used for any unauthorized purpose.

All registrations are non-refundable.


 

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