Her Money Matters: From Goals to Financial Action

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