Washington DC: Lunch & Learn: Financial Planning (Virtual)

Washington DC: Lunch & Learn: Financial Planning (Virtual)
Please join us for an educational discussion on financial planning and priorities with certified financial planner JulieAnne Drainville with Covington Alsina. Convington Alsina is a financial planning firm with a mission to assist women in every aspect of their financial lives with a new approach: One based on education, compassion, and an ongoing relationship. She will discuss the principles of financial priorities and cover topics including retirement savings, mortgages, assets, and more! And there will be plenty of time for Q&A to answer your financial questions and concerns.

JulieAnne came to financial services as a result of life experiences that impressed upon her the importance of solid financial advice and planning. She is passionate about serving, educating, and empowering women to achieve their desired potential personally, financially, and professionally. JulieAnne brings 18 years of experience gained from working in the fast-paced, male-led wine and housewares industry. She built a global base of clients for fine, rare, and collectible wines and ran regional and national businesses for Riedel and Bodum.

JulieAnne is a volunteer Donate Life Ambassador with the Washington Regional Transplant Community and volunteered with FACES (Finding a Cure for Epilepsy and Seizures) at NYU’s Langone Health. When not in the office, JulieAnne enjoys hiking, snowboarding, and cooking with and for family and friends.

JulieAnne has successfully completed the FINRA sponsored Series 6, 65 and SIE exams and holds these registrations at LPL Financial; she is also a licensed Life and Disability agent. In addition, she is a ChFC and has passed the CERTIFIED FINANCIAL PLANNER® exam.

Free to all members and non-members

Registration Deadline:
September 29

Recordings Prohibited:
WEN is an organization that provides educational opportunities to members and nonmembers; however, recording of the presentation, speaker, and / or content is prohibited. The presentation is property of the speaker and/or their organization and is not to be removed from the event without prior written consent. The Board may and will take remedial action against any individual, member, or any program participant in the event of non-adherence to this policy. Such action may range from a private or company-led warning, to suspension of WEN membership for a stated term or a prohibition on attending future WEN events. 

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This event will take place from 12:00-1:00 PM Eastern Time. Please convert to your local time when adding to your calendar.

9/30/2021 12:00 PM - 1:00 PM
Virtual Meeting link will be provided prior to the call

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