March 2019 Dinner Meeting

March 19, 2019
6:00 PM - 8:00 PM
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Maggiano’s Little Italy - Tysons Galleria
2001 International Drive
McLean, VA 22102
 Directions

Please join us for a dinner meeting on "Savvy Women, Smart Investors" with speaker Anne McCabe Triana, President & CEO, Curo Private Wealth.

Learning Objectives and Program Content: This presentation will cover the concerns women have regarding investment planning and investing, how women look at money and investing, and challenges that are unique to women.  At the end of this session, participants should have a better understanding of how to make investment and financial planning decisions.

Program Level: Basic

Field of Study: Accounting

Instructional Delivery Method: Group Live

CPE: 1 credit hour

***Plan to come early for ‘Pinot with the President’ from 5:15-6pm at the Maggiano’s first-floor bar for happy hour.***

Menu:

Appetizer: Stuffed Mushrooms
Salads: Italian Tossed, Maggiano’s
Pastas: Mom’s Lasagna with Marinara Sauce, Rigatoni with Meat Sauce
Entrée: Parmesan-crusted tilapia
Dessert: Tiramisu

Bio:

A native of Atlanta and a graduate of George Mason University, Anne McCabe Triana has been in the financial services industry since 2001. She began her finance career on the banking side, then served as an Advanced Financial Advisor for American Express Financial Advisors/Ameriprise Financial and UBS. Additionally, she co-founded an independent wealth management firm before forming Curo Private Wealth in 2014. Anne has a true passion for helping people feel more confident and secure about their financial futures using the financial planning process, and believes that plans should incorporate goals, values, and tolerance for volatility.

Anne is dedicated to constantly increasing her intellectual capital. To that end, she acquired the Chartered Retirement Planning Counselor designation from the College for Financial Planning in 2007. In 2011, she acquired the prestigious Certified Financial Planner (CFP) certification through Georgetown University and the CFP Board; meeting rigorous education, examination, experience, and ethics requirements.

One of Anne’s passions is to educate the community about financial matters. She does that through various media outlets such as Federal News Radio (WTOP’s sister station), ABC7, News Channel 8, NTN24, and Telemundo Washington. She was also an Adjunct Professor at American University, teaching Personal Financial & Financial Institutions. She has been invited to speak at a number of conferences, including the Barron’s top women financial advisor conference.

Anne was on Washingtonian magazine’s Top Wealth Advisor list in 2016 and 2018, and was named to Investment News’ national list of “40 Under 40” financial advisors in 2017. She was also selected for SmartCEO’s Brava! award in 2013 and the Five Star Wealth Manager award in 2015, 2016, 2017, and 2018.

An extremely active citizen in the community, Anne is a member of Business Networking International, and sits on the Board of Governors of The Tower Club. She has two sons (6 and 1) and a Yorkshire Terrier. Anne is an avid reader, is passionate
about health and fitness, speaks fluent Spanish, and loves spending time with her large family and friends.

***

Administrative Policies: Contact the Meetings Chair, Shannon Kuehn (shannonkuehn@kpmg.com), with any questions, complaints, or special dietary requirements. All sales are final. Refunds must be requested by the RSVP date for an event in writing or by email. Credits may be issued to be used for future event registrations.

Official National Registry Statement: The Accounting & Financial Women’s Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:https://www.nasbaregistry.org/.

Mission of AFWA: The mission of the Accounting & Financial Women’s Alliance is to enable women in all accounting and finance fields to achieve their full potential and to contribute to their profession. For more information about the Accounting & Financial Women’s Alliance (AFWA), please visit www.afwa.org.

Tickets

$45.00 Member Ticket
$65.00 after 11:59 pm March 14

$55.00 Guest Ticket
$75.00 after 11:59 pm March 14

$40.00 Student Ticket
$60.00 after 11:59 pm March 14