Building Your Professional and Personal Finance Foundation
Please join Reva Azeez, Managing Partner from ROA Partners, Inc., as she leads an insightful session on “Building Your Professional and Personal Financial Foundation.” This interactive session will simplify the planning process and provide the educational foundation necessary to empower you to make informative financial choices at work and at home.
During this session, we will explore topics on:
• Understanding financial terms and their applications
• Comprehensive financial planning strategies
• How to minimize risk and maximize growth
• Understanding your employer sponsored compensation package and retirement plans
Speaker: Reva Azeez, CFBS
Reva Zhao Azeez is a registered representative of and offers Securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory Office: 3 Greenway Plaza, Suite 1800, Houston, TX 77046 (713-402-3800. ROA² is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Agenda
5:00 - 5:50 PM Hors d'oeuvres and networking
5:50 - 6:00 PM HBA Houston welcome and introductions
6:00 - 7:00 PM Interactive workshop
7:00 - 7:30 PM Group discussion and announcements
Special instructions:
• Parking within parking structure will be validated
• Light hors d’oeuvres will be served
Registration information
Event is open to: HBA members and nonmembers
Online registration deadline: 17 October 2018
Onsite (walk-in) registration: Is NOT allowed
This event is refundable. All refund requests must be submitted in writing to events@hbanet.org by 12 October 2018. No refunds are available after this date.
Learning Objectives
1. Assess your professional and personal financial ROI.
2. Identify potential planning needs as you build your financial strategy.
Pricing
| Regular registration | $20.00 / €17.00 | $40.00 / €34.00 |
Members receive up to 50 percent discount
Event Policies
Photography Policy
By registering for this event, you acknowledge that you may be photographed, videotaped, and/or audio-taped during the meeting and hereby give permission for your image, voice, or survey comments to be used in education, training, promotion, and/or trade and communications media by the Healthcare Businesswomen's Association in any and all media throughout the world, without restriction as to frequency or duration of usage.
COVID-19 Policy
The HBA requires that all persons who participate in in-person events do so at their own risk and that each participant agrees to the following agreement before taking part in the activity and urges all participants to act in such a manner as to protect their own safety and the safety of others.
By registering for this event, I fully understand that my participation in the program is purely voluntary. I desire to participate and agree to act reasonably and prudently under the circumstances. I further understand that any HBA volunteers participating in the activity will act individually and will not represent the HBA. As a condition to my participation the activity, I waive and release the HBA and their officers, employees, and agents from any claim that I may have for any damage to property or injury to my person that may result in whole or in part from my participation.
Special Needs Policy
The HBA will make reasonable modifications to policies and programs to ensure that people with special needs can enjoy all of its programs. Contact us if you require special accommodations for this event.