“Life is a marathon, not a sprint – but with many hurdles to clear.” Some refer to these many hurdles as transitions and at any given time we may be in the throes of complex and overlapping changes – from changing careers to buying a home or even getting a divorce or beginning retirement. There are also the more enjoyable milestones such as planning a wedding, buying a beach house or arranging for your travel “bucket list.”
By taking control & getting organized you will gain the confidence to navigate those inevitable milestones that life will offer including:
• What financial goals would I like to plan for?
• What possible unanticipated major expenses might I endure?
• What are my resources, liabilities & risk tolerance?
• How should I adjust to maximize the potential for the above items to dovetail together in harmony?
Kerry Fitzgerald is a Financial Advisor and Portfolio Management Associate at Morgan Stanley and was recently named to the Morgan Stanley Pacesetter’s Club, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service. Kerry’s personal experience has resulted in her passion for supporting women in the pursuit of their personal goals within the context of their individual circumstances through sound financial investments and disciplined planning. She is also the Treasurer of the Woman’s Club of Ridgewood as well as the First Assistant Treasurer of the Social Services Association and sits on the Advisory Council of The New Agenda Organization.
Join YWCA Bergen County and presenters Kerry Fitzgerald, Martha Fickinger, and Gayle M. Gruenberg for our March 29 WEN is Now: Pivot—Ideas and Inspiration for Life’s Changes and Transitions. Register online today! Get more information about WEN is Now Memberships and upcoming monthly topics.