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.

About the Facilitator

Treasa Moran is a Financial Advisor and Founder of Anchor Point Wealth Advisors. Treasa is focused on providing comprehensive financial planning & investment solutions for her clients across all dimensions of our lives (financial, spiritual, emotional). She is passionate about integrating the role psychology plays in our decision making within her practice. Treasa has a special interest in working with women to help them gain financial and emotional control over their lives.

Prior to founding Anchor Point Wealth Advisors, Treasa worked as a Financial Advisor with Morgan Stanley Wealth Management. Treasa’s career in the financial services industry spans over two decades. Her experience includes working with institutional clients in various Client Service and Business Development roles with firms including Institutional Capital, UBS Global Asset Management, Deutsche Asset Management and Vanguard.

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

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