Financial Planning for Professionals in Transition
Led by Treasa Moran
Financial Advisor, Morgan Stanley Wealth Management
Are you in job transition and feeling anxious about your finances?
Learn more about the role psychology plays in our decisions with money & how to keep your emotions in check when times are challenging. Hear strategies to assist you in dealing with debt and reduced income. Come away with action steps you can take to feel more confident & less anxious about your situation.
Treasa Moran, Financial Advisor with Morgan Stanley, has worked professionally and as a volunteer to help individuals with diverse job transition-related financial concerns and topics from budgeting to emergency spending plans to making decisions about investments, insurance and negotiating severance and benefits packages.
To join the session:
Join Zoom Meeting
Meeting ID: 864 4313 7338
Dial by your location +1 312 626 6799 US (Chicago)
Find your local number: https://us02web.zoom.us/u/k84nnOaqr
If you have any questions about accessing the workshop, please contact:
Tracy Patton, Client Services Coordinator (Cell: 312-882-3089 or firstname.lastname@example.org)
Nadia Whiteside, Program and Coaching Director (Cell: 773-350-0541 or email@example.com)
Anita Jenke, Executive Director (Cell: 708-785-1938 or firstname.lastname@example.org)
The Career Transitions Center is a 501(c)3 non-profit organization.
Call or Email Us:
Office: +1 (312) 908-9908
703 W. Monroe St.
Chicago, IL 60661