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San Francisco Bay Area Chapter Event

All Attendees:FREE
Register for this Event

FINANCIAL PLANNING FOR WOMEN IN THE THIRD AGE WITH CHRISTOPHER WELTON

Monday, April 15, 2019
Time:
6:00-7:30 pm
Location: Robert Half Management Resources, 50 California Street; 10th Floor ,San Francisco, CA one block from the Embarcadero BART, reduced parking rates in Embarcadero Buildings)

 
Come join us for an interesting discussion about financial planning and how that relates specifically to women.  

Chris Welton is a financial advisor with Northwestern Mutual, specializing in wealth accumulation and retirement distribution. He works closely with medical and legal professionals, corporate executives, entrepreneurs and business owners to help them prepare for financial success and keep an eye on the "what if's" in life.

Prior to his insurance and investments career, Chris founded a number of companies.   Chris began his career at Merrill Lynch & Co. in New York in investment banking and principal investments. He earned an undergraduate degree in Political Science, Magna Cum Laude from Amherst College in Massachusetts and an MBA, Strategy and Finance with Honors from the University of California at Los Angeles, Anderson School of Management.  He earned his Certification in Long Term Care  (CLTC) from the Corporation for Long Term Care.