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Does this make my assets look big?

  • Merrill Lynch 1152 15th Street Northwest, Suite 6000 Washington, DC, 20005 United States (map)

Adulting? You’re doing it. You’ve got a credit card, you know what an IRA is, and you budget like a boss. Now that you’ve got all that on lock, it’s time to take the next step toward your financial future. Whether you’re preparing to move in with a significant other, mortgage your first house, or save for retirement, our next level financial literacy workshop will give you the skills you need to secure the future you want. Get it, girl. 

The workshop will be led by Talya Bock, vice president, global wealth management and wealth management advisor at Merrill Lynch. Lunch will be provided. Get your tickets now!

Event chairs: Rebecca Kaplan and Ariel Bigio

Talya Bock's mission is to empower women and their extended families to take control of their personal finances so that they can afford their dreams. She helps clients map and maintain an investment approach to meet their personal priorities, such as preparing to start a family, buying a home, income in retirement, philanthropy and legacy planning. Previously Talya worked in private wealth management at Morgan Stanley Smith Barney and in investment banking at BMO Capital Markets.

Talya holds the CERTIFIED FINANCIAL PLANNER(TM) certification from the Certified Financial Planner Board of Standards and an M.A. in education. She graduated Magna Cum Laude from Barnard College and the Jewish Theological Seminary (JTS) with bachelor's degrees in economic history and Talmud (Jewish Law). She is an active community volunteer and serves as a trustee of the Tikkun Olam Women’s Foundation and on the boards of Mechon Hadar and AVODAH.

Read up:

Planning for Retirement: Helping to address the unique needs of women

Women and Investing: A Behavioral Finance Perspective

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