Building Financial Resilience: Lessons from Disruption

 

Resiliency is the ability to recover quickly and swiftly in the face of adversity, trauma, tragedy, or stress. The COVID-19 pandemic tested that ability for all of us, and demonstrated how uncertain the future can truly be. As we look back on 2020, what lessons can disruption to our finances teach us?  

Financial resilience is a critical skill to develop for today and the future. Join us as we help you build financial resiliency skills to take control of your financial picture and advance your success. 

Focus areas: 

  • Financial self-awareness
  • Identifying financial strengths and weaknesses 
  • Saving strategies
  • Financial planning 


About the Speaker

Melissa Nuñez delivers financial advisory services, retirement planning, and risk management solutions to individuals, business owners, and retirement plans. Melissa’s passion to empower participants to plan for retirement is visible in her engagement, due diligence, and delivery to her client. With over a decade of experience Melissa brings her passion for retirement planning and commitment to serve individuals, business owners, and plan trustees to CLA. Having joined CliftonLarsonAllen in April 2018, Melissa’s focus is providing a seamless integrated experience to her clients, team, and community. Melissa’s focus on servicing retirement plans has allowed her to serve plans throughout the southwest and Alaska, overseeing plans with more than $250 million under management, and gaining 10+ years’ experience serving Tribal entities in a fiduciary capacity. Melissa is a CERTIFIED FINANCIAL PLANNER™, and Accredited Investment Fiduciary®. Melissa is a Board Member of Junior Achievement New Mexico, Finance Chair of the University of New Mexico Anderson School of Management Foundation Board, and Grants Chair of the Albuquerque Community Foundation - Future Fund inspiring philanthropic giving.

 

Date and Time:   
June 17, 2021
6:00-7:00 PM EST

Location:  
Zoom

Cost:   
Members: $0; Non-Members: $5

Given our mission is to promote women's development in STEM we would like to offer a free spot in our workshops to those in transition between jobs or who cannot afford the ticket price. Please contact [email protected] if you qualify.

 

Register Here

 

Thanks to our event sponsor, CliftonLarsonAllen!
CLA