It's 2020! Focusing Your Financial Vision Series

Planning for Financial Independence (What We Used to Call Retirement) Workshop | Thursday, September 24th

Presented by Julia Peloso-Barnes, CERTIFIED FINANCIAL PLANNER

This workshop is part four of our "It's 2020! Focusing Your Financial Vision" Series and will cover:

-What does Financial Independence mean to you?
-Roth vs. Traditional IRA - Which is right for you?
-Creating a roadmap on your terms

To help prepare, please sent any questions you have in advance to [email protected] and in the subject line put "September 24th workshop". If we are not able to answer your question during your workshop, we will make every effort to refer you to other resources.

More information about Julia below.

Click here to register for the Zoom Link.


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