Women are a powerful economic force, controlling nearly 40%--or $11.2 trillion—of all investable assets in the U.S. as primary decision-makers. They also represent almost half of the entire U.S. professional workforce. However, women face unique financial challenges and the many roles they play—business owner, scientist, technologist, mother, sister—influence the many financial obligations they have for themselves and their families.
But true wealth is about more than just a woman’s money. It’s about a woman’s life and the things she values most as well as the relationships, interests and goals that bring her joy. Putting all these elements at the heart of a woman’s long-term wealth management strategy helps ensure that she will achieve the financial future that she envisions.
Please join us for an informative seminar designed to help you identify and prioritize your objectives, and then begin to build a personalized plan that helps maximize your probability of achieving the goals you have for yourself and your loved ones, however life unfolds.
6:00-6:10pm: Registration, mingling, and light dinner
6:10-6:30pm: Facilitated networking
7:30-8:00pm: Optional networking
$0 for members, $5 for non-members