Webinar: Managing Wealth While Managing Your Career by NAA Career Webinar Series

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· Central Time (US & Canada) (GMT -5:00)
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About This Webinar

Managing a successful career can keep you busy, but managing and growing your wealth is critical during your working years and beyond. This discussion will scratch the surface on some of the most common questions asked when it comes to managing your career as you build wealth.

• Do you have to rollover your employer retirement assets when you change jobs? What are the pros and cons of rollovers and what are your real choices?
• Which employer benefits can impact my wealth? Is there more to consider than just the retirement plan?
• What are some of the best ways to leverage executive compensation?
• What do business owners need to know about managing wealth and planning for the financial future?

Deanna Conerly

CERTIFIED FINANCIAL PROFESSIONAL™ practitioner and Financial Advisor who has worked in financial services since 2004.

Deanna Conerly is a CERTIFIED FINANCIAL PROFESSIONAL™ practitioner and Financial Advisor who has worked in financial services since 2004. In 2021, Deanna founded UPLEVEL, a financial coaching firm designed to help others grow in their relationships with money by helping them to identify and dispel unhealthy money beliefs as they continue to grow and build wealth.
A lifelong learner, Deanna holds a B.S. from Northwestern University, an M.B.A. with an emphasis in Accounting from Jones International University, and an M.S. in Finance from Purdue University. Deanna holds securities licenses including Series 6, 7, 9, 10, 63, and 65 and is life insurance licensed in multiple states.

Clients from varied paths look to Deanna for one-on-one guidance and sustained leadership. She has extensive experience advising business owners and executives, as well as individuals who have historically been underrepresented by the financial industry, including women and underserved populations.

Lucie Sandel

Senior Associate Director, Alumni Engagement Career Advancement

Lucie manages the Northwestern Alumni Association Career Webinars and the Northwestern Connects program, our global networking event that reached its goal of over 100 locations worldwide on Tuesday, January 30, 2024.