Login

Roundtable Forum: Guiding Your Retirement Plan During A Career Transition with Morgan Stanley Financial Advisors BILL N. POLIZOS

  • Mon, August 01, 2016
  • 9:45 AM - 12:00 PM
  • 40Plus Conference Room***(Doors open at 9:45 for networking and the program starts promptly at 10:00.)
Monday Morning Speaker:  Open Meeting for Members and Visitors


First Monday of The Month
Job Forum Presentation
:


For Serious Job Seekers Only, only 20 seats available, business cards and/or resumes recommended.


ABOUT THE PRESENTATION:


  • Review the options available for your retirement plan when changing employers
  • Discuss the pros and cons of these various options
  • Considering the factors in your decision-making process.            
  • Understand how to prioritize and achieve your financial goals.
 

ABOUT THE SPEAKER:

 

BILL N. POLIZOS

is a Financial Advisor at Morgan Stanley. He has been providing retirement and investment advice to clients on accumulation and preservation of wealth.

Bill is responsible for investment and wealth management for professionals, business owners, High net worth families, corporations and their employees with a focus on Women and wealth, retirement planning, and estate planning.

Bill’s concentrations include designing a personalized wealth management process and strategies to help his clients achieve a successful financial future.


CONTACT THE SPEAKER:

Financial Advisor
NMLS# 1477853
     

bill.polizos@morganstanley.com

(301) 664-6577

(240) 392-4478 (e-fax)

(800) 455-6622 

Wealth Management
7272 Wisconsin Ave.
4th Floor
Bethesda, Md. 20814


Phone: +1 301 664-6577

eFax:   +1 240 392-4478

Bill.Polizos@morganstanley.com

http://www.morganstanleyfa.com/bill.polizos/

Twitter: @BNPolizosMS
      
                  
       

Plan to join us after the meeting for networking. 

Attire is business casual.

Doors open at 9:45 for networking and the program starts promptly at 10:00. 40Plus of

Greater Washington
1718 P Street, NW, Suite T2
Washington, DC 20036

Dupont Circle Metro Station (Red Line) South Exit

  1. Leave the Dupont Circle Metro Station by the 19th Street SOUTH exit.
  2. At the top of the escalator (street level), turn 180 degrees, and walk a short distance towards Dupont Circle.
  3. Turn right and walk counter-clockwise around the outside of the Circle, past Connecticut and Massachusetts Avenues.
  4. At P Street, turn right . Proceed on P Street past 18th Street.
  5. 40Plus is near the end of the block on the right side, at 1718 P Street, in the Webster House apartment building.
  6. See below for ONCE YOU ARE AT THE BUILDING directions.
Map & Detailed Directions to 40Plus


40Plus of Greater Washington
1718 P Street, NW, Suite T2
Washington, DC 20036

40Plus of Greater Washington
Empowering Experienced Professionals
 for Successful Career Transitions

Empowering Experienced Professionals for Successful Career Transitions

1627 K Street, NW, Suite 300
 Washington, DC 20006
Phone: 202-387-1582

Don't miss job search tips and news!

Join our email list today.

privacy notice 

Powered by Wild Apricot Membership Software
/*