Julia Peloso-Barnes, CERTIFIED FINANCIAL PLANNER™ and Past President of The LOFT's Board of Directors is back for the third installment, Managing your money, of the four-part series: It's 2020! Focusing Your Financial Vision.
Managing your money: Thursday, June 11th at 7pm
-5 steps to a successful spending plan
-Use the present and the past to help you figure out your future
-Manage credit responsibly
Julia will also be answering financial questions related to the current health pandemic.
To help prepare, please submit questions in advance to The LOFT at firstname.lastname@example.org and put in the subject line indicate June 11th Workshop.
If we are not able to answer your questions on the June 11th workshop, we will make every effort to refer you to other resources.
Each session will run approximately 90 minutes.
Free to attend, RSVP is required to email@example.com or #914-948-2932 x13
Below is more information about the other installments in the series
Planning for Financial Independence (What We Used to Call Retirement): Thursday, September 24th at 7pm
What does Financial Independence mean to you?
Roth vs traditional IRA – Which is right for you?
Creating a roadmap on your terms
About Julia: "I have a passion for making a difference in your life. As a First Vice President and an Accredited Domestic Partnership Advisor℠ (ADPA®), I harness my knowledge and experience to help transform your financial dreams into realities. Whether you're starting your career, preparing for children, or counting down the days to retirement, your questions are best answered with a comprehensive financial plan. My team and I will take the time to get to know you – your hopes and dreams as well as the issues that keep you up at night. We’ll examine all the components that may touch your financial well-being and then focus on the pieces that can have the most positive impact on the outcome. I listen deeply and try to never underestimate the effect your emotional needs may have on your behavior. We plan for and secure your financial future by combining my technical knowledge and experience with an expectation that life will throw a few curves along the way. Expanding my technical knowledge through these designations is essential to delivering on your priorities.
I earned both my BS from Iona College and my MBA at NYU while working full-time as a Financial Advisor. As a financial planner and portfolio manager, I accepted the higher standards of a fiduciary many years ago. Your financial goals and aspirations are my top priority.
Service is a value in which I was raised. I have been a board member and past board president of The LOFT: LGBT Community Services Center. Currently, I serve as Treasurer of Hope's Door, an organization working to end domestic violence and to empower victims to achieve safety, independence, and healing.
As a Westchester County, NY native, my wife and I are pleased to own the home in which I grew up. We are avid sports fans and never miss a NY Liberty home game"
The LOFT is currently monitoring the situation with COVID-19 and will update events accordingly.