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Financial Wellness Series: Wise & Savvy Money Moves for Business Professionals
Financial Wellness Series: Wise & Savvy Money Moves for Business Professionals

Tue, Sep 30

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BoA/Merrill Lynch Main Lobby Lounge

Financial Wellness Series: Wise & Savvy Money Moves for Business Professionals

Brought to you by Merrill Lynch, join us for our third Financial Wellness session of 2025!

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Time & Location

Sep 30, 2025, 6:00 PM – 8:00 PM

BoA/Merrill Lynch Main Lobby Lounge, 8300 Greensboro Dr, Tysons, VA 22102, USA

Guests

About the event

Business professionals often encounter unique financial challenges, whether it’s saving for a home, navigating reduced discretionary income in today’s economic environment, to paying down student loan debt or planning for their children’s education.


This session will highlight key strategies to help you align your financial decisions with your personal goals. We will be sharing practical, actionable steps designed to strengthen your financial wellness.


This session is eligible for CPE credit. Light refreshments and beverages will be provided!




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