It’s 2020! Focusing Your Financial Vision:
A Four Part Series with Julia Peloso-Barnes
The LOFT is partnering with Julia Peloso-Barnes, CERTIFIED FINANCIAL PLANNER™ and Past President of The LOFT’s Board of Directors to bring this 4-part series to the center:
Take Charge of Your Financial Well Being: Thursday, January 30th at 7pm
- Is money the key to your happiness?
- Your unique style of making financial decisions
- Setting and keeping financial goals
Saving and Investing: Thursday, April 23rd at 7pm
- What’s the difference?
- Fundamentals of saving - Tools for saving
- Tools for investing
Managing your money: Thursday, June 25th at 7pm
- 5 steps to a successful spending plan
- Use the present and the past to help you figure out your future
- Manage credit responsibly
Planning for Financial Independence (What We Used to Call Retirement): Thursday, September 24th at 7pm
- What does Financial Independence mean to you?
- Roth vs traditional IRA – Which is right for you?
- Creating a roadmap on your terms
Each session will run approximately 90 minutes. Refreshments served.
Free to attend, RSVP is required to [email protected] or #914-948-2932 x13
About Julia: I have a passion for making a difference in your life. As a First Vice President and an Accredited Domestic Partnership Advisor℠ (ADPA®), I harness my knowledge and experience to help transform your financial dreams into realities. Whether you're starting your career, preparing for children, or counting down the days to retirement, your questions are best answered with a comprehensive financial plan. My team and I will take the time to get to know you – your hopes and dreams as well as the issues that keep you up at night. We’ll examine all the components that may touch your financial well-being and then focus on the pieces that can have the most positive impact on the outcome. I listen deeply and try to never underestimate the effect your emotional needs may have on your behavior. We plan for and secure your financial future by combining my technical knowledge and experience with an expectation that life will throw a few curves along the way. Expanding my technical knowledge through these designations is essential to delivering on your priorities.
I earned both my BS from Iona College and my MBA at NYU while working full-time as a Financial Advisor. As a financial planner and portfolio manager, I accepted the higher standards of a fiduciary many years ago. Your financial goals and aspirations are my top priority.
Service is a value in which I was raised. I have been a board member and past board president of The LOFT: LGBT Community Services Center. Currently, I serve as Treasurer of Hope's Door, an organization working to end domestic violence and to empower victims to achieve safety, independence, and healing.
As a Westchester County, NY native, my wife and I are pleased to own the home in which I grew up. We are avid sports fans and never miss a NY Liberty home game.