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Retirement Planning Counseling Day

Learn how to take the appropriate steps for obtaining financial goals
Retirement Planning Counseling Day
July 10th, 2019
10:00 AM - 3:00 PM
What You'll Gain:
  • Learn about retirement options
  • Discover ways to manage your personal budget
Cost: $0
Description:

Are you an entrepreneur that spends every day working on your business, but haven’t had time to consider your retirement? Join Financial Advisor, Zahya Beall for a one-on-one conversation about your retirement with Zahya, or about your personal finances WBDC Financial Education Expert, Samantha Cross.  These mini-counseling sessions are BY APPOINTMENT ONLY. To book your appointment, reach out to Megan Wormser at mwormser@ctwbdc.org or 203.353.1750.

Registration Required/No Charge

Wednesday, July 10

Women’s Business Development Council

184 Bedford Street

Stamford, CT

Appointment Required/No Charge

 

Instructor: Samantha Cross & Zahya Beall
Title: Mentorship & Financial Education Specialist and Financial Advisor
Bio: Samantha Cross is the founder of Square One Financial Education, a company dedicated to teaching fundamental financial skills to all. Square One is founded on the belief that understanding how to manage the complex world of personal finance starts with gaining a knowledge of the concepts involved, and Samantha is dedicated to ensuring that these concepts are learned and understood by her clients. When the foundation is strong, the possibilities are endless. Zahya Beall has been in the financial services for 13 years. Before Edward Jones, she served as a financial educator for Legg Mason Global Asset Management, traveling the United States weekly to host investment workshops. She holds a Certified Investment Management Analyst® designation with the Investments and Wealth Institute® and began her career working in life insurance with Lincoln Financial.
Register for Retirement Planning Counseling Day
Terms of Service: WBDC is a nonprofit organization, required by its funders to collect data requested on this form. WBDC places great value on your personal privacy and the confidential facts and figures you disclose concerning your business activities. Information concerning you and your business is kept strictly confidential and is reported only in aggregate unless prior approval is received from you. WBDC is able to offer its programs and services at afforable and/or reduced rates due to the support of Federal, State, Municipal, Corporate and Individual contributors and the programs or services you participate in are either partially or fully subsidized.

Small Business AssociationThis program is funded in part through a Cooperative Agreement with the U.S. Small Business Administration. We make reasonable accommodations for access by persons with disabilities.