Mentoring Panel: Money Matters (Followed by
Wednesday, August 16| Walther’s Twin Tavern | 430 Applegrove Street NW | North Canton
Mentoring Panel 4:30 – 5:30 followed by Mingle | 5:30-7 p.m. | Register Here
Many women feel disempowered with their money. What does it take to feel empowered? In this panel discussion, we have four powerhouse financial advisors who will give an overview of the life stages of a professional woman’s financial life and zero in on three pillars of the financial planning process: investment management, retirement planning, and estate planning. You’ll walk away with the next step to take to advance your financial life, because money matters.
Presenters: Bridget Beddell, CFP® addressing investment options based on risk factors and asset allocation parameters; Olivia Griffith, CFP® addressing retirement planning, Social Security and other things to consider; Liz Hand, CFP® addressing the need for financial planning based on life phases (age-related time frames); Georgia Beach, AAMS® addressing estate planning issues
Come for the mentoring panel and stay for the casual after-hours at our Mid-Month-Mingle. Panel is 4:30-5:30; for the Mingle, drop in at your convenience and stay for as long as you like. We buy the appetizers; you buy your own beverage.