Financial Planning for Professionals In Transition -PUBLIC WORKSHOP

  Financial Planning for Professionals in Transition

Led by Treasa Moran

Financial Advisor, Anchor Point Wealth Advisors LLC

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 Anchor Point Wealth Advisors, 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.

If you have any questions about accessing the workshop, please contact:

Jennifer Wonderly, Program and Coaching Director at  jwonderly@ctcchicago.org.