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Walnut Creek Magazine

Finance 102: Investing in Challenging Times

Investing strategies for wealth accumulation and long-term goals.

The Walnut Creek Library Foundation presents Annalise Morris, wealth management advisor with Merrill Lynch. She will guide participants through investing in these unprecedented times. Learn to focus on wealth accumulation and long-term goals and to manage your assets through diversification. Morris will also review different strategies available to you in this changing environment. A brief Q&A will follow the presentation.


Annalise Morris has been in the financial service industry since 2015 working with high net worth families and small business owners to help achieve their financial goals. Morris earned her B.A. from California State University, San Francisco. She also holds a certificate of completion from University of Southern California Davis School of Gerontology Longevity Training Program.


Register at https://wclibrary.org/finance/  

Date & Time

September 30, 2021

7:00PM - 8:30PM

Add to Calendar 09/30/202107:00 PM 09/30/202108:30 PM America/Los_Angeles Finance 102: Investing in Challenging Times The Walnut Creek Library Foundation presents Annalise Morris, wealth management advisor with Merrill Lynch. She will guide participants through investing in... More info at www.walnutcreekmagazine.com/events/214126/finance-102-investing-in-challenging-times axEakIwmdzNKaowyWmiv58927

More Info

Virtual Event

Event Website

925-935-5395

No charge

Special Attractions Walnut Creek California

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