The Mock Selva Group – Merrill Lynch Wealth Management
Tiffany Mock-Briggs began her career at Merrill Lynch in 2004. She focuses on providing her clients with strategies to manage both sides of the balance sheet; investments and liabilities. As a CRPC®, "Chartered Retirement Planning Counselor®," Tiffany assists individuals and families with long-term goals of retirement planning, education planning, and investment guidance. She also enjoys working with small to mid size business 401k plans, taking interest in the education and enrollment process for plan participants.
How Men and Women Differ about Money and Investing
By 2020, women are expected to control 50% of the total private wealth in the U.S. However, many women don’t feel that the wealth management industry fully recognizes their financial values and concerns, and therefore feel their needs are not well-served. How can women address this and prepare for retirement?
Attendees will learn improvements in:
1. How Women look at money and investing. The experiences that shape how they do this, and the gender differences in processing information.
2. Challenges typically unique to women such as caring for aging parents.
3. Estate planning for women
*Networking Begins: 11:30 A.M*
*Meal Begins: 11:45*
*More Networking: 1:00-1:30*
Please note that in order for us to meet RSVP requirements from Fleming's, the prepay registration option will end at 5:00 PM on the Monday before the meeting. If you miss online registration, you can still attend as a walk-in. We are unable to accept special meal requests.