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Her Money Matters: From Goals to Financial Action
Her Money Matters: From Goals to Financial Action

Wed, May 15

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Virtual Event

Her Money Matters: From Goals to Financial Action

Gain invaluable insights into the world of financial planning.

Registration is closed
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Time & Location

May 15, 2024, 12:00 PM – 1:30 PM PDT

Virtual Event

Guests

About the Event

In today’s fast-paced world navigating your financial future with a long-term strategy can be daunting. Join industry experts, Sarah Chang, Partner, Thompson Coburn, Eleni Patel, Financial Advisor, Infinity Strategic Partners and Rose Blandino, Executive Director, Ernst & Young, as we pull back the curtain on the intricacies of financial and estate planning to empower you to secure your financial future with confidence.

Join us to:

  • Develop portfolio strategies tailored towards key milestones (Inheritance, retirement, post-retirement)
  • Align your financial goals with your principles and passions
  • Learn how to work effectively with financial, tax and estate planning advisors to optimize your strategy
  • Unpack common misconceptions and pitfalls around financial planningPanelists Include:

Moderator:

Stacie Sellinger, Managing Director, GCM Grovsner

Speakers: 

Sarah Chang, Partner, Thompson Coburn

Eleni Patel, Financial Advisor, Infinity Strategic Partners

Rose Blandino, Executive Director, Ernst & Young

Tickets

  • Ticket

    $60.00
    +$1.50 service fee
    Sale ended

Total

$0.00

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