“Women and Wealth Management”

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IEEE NY Section Professional Activities Committee for Engineers (PACE) Joint Meeting with Women in Engineering (WIE) Affinity Group and

New York PES & IAS NY Chapter


Abstract: Women & Wealth Seminar - “In life, your financial success is woven into a larger story: a unique web of circumstances, responsibilities and goals. Regardless of whether you are married, divorced or widowed; have a family and/or career; own your business, built your legacy or inherited assets, come learn how you can do more with your wealth.”



  Date and Time

  Location

  Hosts

  Registration



  • Date: 16 Nov 2016
  • Time: 05:30 PM to 07:30 PM
  • All times are (UTC-05:00) Eastern Time (US & Canada)
  • Add_To_Calendar_icon Add Event to Calendar
  • 4 Irving Place
  • East 14th Street (Union Square)
  • New York City, New York
  • United States 10003
  • Building: Consolidated Edison Company of NY
  • Room Number: Conference Rm 6 C

  • Contact Event Host
  • Seminar Coordinators:  

    Robert M. Pellegrino – Chair, IEEE NY Section PACE & Tappan Zee Subsection

    Kim Smith – Chair, NY Section Women in Engineering (WIE) Affinity Group

    Arnold Wong, Program Chair, PES/IAS Chapter, IEEE NY Section

  • Co-sponsored by WIE Affinity Group & PES/IAS Chapter
  • Starts 08 November 2016 12:00 PM
  • Ends 16 November 2016 03:00 PM
  • All times are (UTC-05:00) Eastern Time (US & Canada)
  • No Admission Charge


  Speakers

Marcy P. Rose of The Rose / Soranno Group at Morgan Stanley

Topic:

Women and Wealth Management

Women & Wealth Seminar - “In life, your financial success is woven into a larger story: a unique web of circumstances, responsibilities and goals. Regardless of whether you are married, divorced or widowed; have a family and/or career; own your business, built your legacy or inherited assets, come learn how you can do more with your wealth.”

Biography:

  • 18+ Years of Experience in the Financial Industry

      •   CRPC® - Chartered Retirement Planning CounselorSM

  •  Financial Co-Host, Equality Pride Radio on WWRL 1600 AM, New York City for 2 ½ years

      •   Series 7 & 66 Licensed; Variable Annuity & Life Insurance Licensed

      •   Proud mother of 8 year old twin boys

Email:

Address:1290 Avenue of the Americas, 13th Floor, , New York, United States, 10104

Joseph S. Soranno of The Rose / Soranno Group at Morgan Stanley

Topic:

Women and Wealth Management

Women & Wealth Seminar - “In life, your financial success is woven into a larger story: a unique web of circumstances, responsibilities and goals. Regardless of whether you are married, divorced or widowed; have a family and/or career; own your business, built your legacy or inherited assets, come learn how you can do more with your wealth.”

Biography:

•             17+ Years of Experience in the Financial Industry

•             CRPC® - Chartered Retirement Planning CounselorSM

•             Financial Co-Host, Equality Pride Radio on WWRL 1600 AM, New York City for 2 ½ years

•             Series 7 & 66 Licensed; Health, Variable Annuity & Life Insurance Licensed

•             Vice President, Executive Board, of the Penn State Alumni Association, NYC Chapter

Email:

Address:1290 Avenue of the Americas, 13th Floor, , New York, United States, 10104


Marcy P. Rose of The Rose / Soranno Group at Morgan Stanley

Topic:

Women and Wealth Management

Biography:

Email:

Address:New York, United States

Joseph S. Soranno of The Rose / Soranno Group at Morgan Stanley

Topic:

Women and Wealth Management

Biography:

Email:

Address:New York, United States


Marcy P. Rose of The Rose / Soranno Group at Morgan Stanley

Topic:

Women and Wealth Management

Biography:

Email:

Address:New York, United States

Joseph S. Soranno of The Rose / Soranno Group at Morgan Stanley

Topic:

Women and Wealth Management

Biography:

Email:

Address:New York, United States






Agenda

5:30 PM - Refreshments and networking

6:00 PM - Introductions and Opening Remarks

6:10 PM - Presentation starts

7:00 PM - Questions & answers

7:15 PM - Seminar ends & concluding remarks



Refreshments: Refreshments will be offered at 5:30 PM, presentation starts at 6:00 PM.