Women in Business Luncheon at Merrill Lynch
THE UNIQUE CHALLENGES WOMEN INVESTORS FACE!
Speaker: Rachel Hoffman Kelley
First Vice President, Private Wealth Advisor
Merrill Lynch Private Banking & Investment Group
Rachel is a co-founder and leader of the Bassi-Kelley Group, a Certified Financial Planner and a member of the National Retirement Planning Council. Rachel began her career in finance in 1993.
Rachel employs a goals-based planning approach as she spearheads long-term client strategy. She will present the differences between women and men investors and discuss the unique challenges women investors face, as well as some solutions that can be implemented now!
Join us for the final Women In Business Luncheon of 2015 and learn about what you, as woman, need to know about smart investing!
Rachel employs a goals-based planning approach as she spearheads long-term client strategy. She will present the differences between women and men investors and discuss the unique challenges women investors face, as well as some solutions that can be implemented now!
Join us for the final Women In Business Luncheon of 2015 and learn about what you, as woman, need to know about smart investing!
A delicious lunch will be provided.
Women in Business Luncheon at Merrill...
Date and Time
Tuesday Dec 8, 2015
12:00 PM - 1:30 PM EST
Tuesday-December 8, 2015
12:00 - 1:30 pm
12:00 - 1:30 pm
Lunch will be provided.
Location
The Bassi Kelley Group
25 Burlington Mall Road
Burlington, MA
Fees/Admission
BACC Members - No FeeNon-Members: $10
Contact Information
Janet Bucceri
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