Financial experts from the Ellison Kibler & Associates, Merrill Lynch discuss financial strategies for all career stages in this time of heightened market volatility
May 21, 2020 – Columbia, SC femmeCAPITAL and the Women in Insurance Technology of SC (WiITsc) have partnered to offer a free webinar on financial management and investment strategies to be held June 1 at 7:00 PM. Financial and Wealth Management experts from Ellison Kibler & Associates/Merrill Lynch will discuss current economic conditions, market volatility, financial wellness, budgeting guidelines and planning for future needs, up to and including retirement.
John DaWalt, Senior Vice President & Wealth Management Advisor, and Jessica Miles, Financial Advisor, will offer their thoughts on financial strategies, from initial investment activities during the current recession to optimizing consolidation of multiple IRAs and 401K accounts from various employers, as well as how to balance business and personal priorities at different stages in our careers.
Webinar attendees will learn how to:
· Prioritize financial goals
· Create budgets
· Save for multiple goals
· Ensure legal documents are in order
· Track investment progress and make necessary adjustments
· Prevent cyber fraud and social engineering
Register for the free webinar at https://femmecapital.com/events/.
femmeCAPITAL is a social impact investment and consulting firm that leverages global capital for gender equality. femmeCAPITAL makes transformative, early-stage investments to women-led startups that seek to produce disruptive change, high-growth returns and social good. femmeCAPITAL believes that women + men should have equitable access to social, political and financial capital. Through its social clubs and co-workspaces, femmeCAPITAL curates a progressive space for the economic and political advancement of women.
The Women in Insurance Technology of SC (WiITsc) is comprised of women from across the Insurance Technology industry. WiITsc’s goals are to foster an inclusive, supportive environment for women leaders of all ages in technology careers by developing and engaging the next generation of insurance technology leaders who recognize and embrace the many different paths to success, and to create outstanding technology jobs in Columbia so that the city continues to thrive.
About Ellison Kibler & Associates
Ellison Kibler & Associates was formed in 1983 with the goal of providing a superior wealth management experience and unsurpassed client service to affluent families, corporations, endowments and foundations. From our offices in Columbia, South Carolina and Charlotte, North Carolina, our team brings you the breadth of Merrill and Bank of America on a boutique and customized level. Through our core principles of teamwork and trust, we strive to enhance the financial lives of our clients to achieve their desired personal and financial outcomes.