Financial Planning During and After the Pandemic
Time & Location
About the Event
Virtual Meeting via Zoom -- RSVP Required (see below)
Have your finances been affected by the pandemic? What should we do now and after Covid-19 to keep our financial goals on track? Our guest speaker, Gabriella Barbuto, will try to answer at the UPWC virtual meeting.
Ms. Barbuto will use an estate planning checklist to discuss the current financial environment, how to protect and increase our funds, and how to plan for the future. Gabriella graduated from the Academy of the Holy Cross and George Washington University, earning a BBA in International Business Finance and Political Science. She pursued her financial licensing and joined her father's team at Merrill Lynch Bank of America in 2018. Robert and Gabriella specialize in Estate Planning and take a holistic view of their clients' goals and values. Gabriella will share her take on our current market conditions and help us plan for our financial futures -- evaluating our personal needs and thinking about what the world will look like post Covid-19.
To attend the virtual UPWC meeting as a guest, please RSVP to Jeanne at UPWCpresident(at)gmail(dot)com. You will receive a link with instructions for logging in to enjoy the event with our members.