Financial Planning for Transition -PUBLIC WORKSHOP

  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

https://us02web.zoom.us/j/86443137338?pwd=Nk9tbEtLczFUVCtNMTl5WWpQQm4ydz09

Meeting ID: 864 4313 7338

Passcode: 055516

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 info@ctcchicago.org)

Nadia Whiteside, Program and Coaching Director (Cell: 773-350-0541 or nadia2ctc@gmail.com)

Anita Jenke, Executive Director (Cell: 708-785-1938 or ajenke@ctcchicago.org)