This event is sold out, please sent an email to [email protected] if you would like to be added to the wait list.
Insight from successful women advisors help you focus on your financial goals
Although you’re immersed in the investing world, your own financial planning needs likely come after those of your clients or your portfolios. Make time to attend WIN’s session, Financial Planning by Women for Women, on February 15, 2018. Janney Montgomery Scott hosts this informative panel, where you can put your own financial goals at the top of your priority list, where they belong.
Who better than a woman financial planner to understand the pulls between your professional commitments and your personal financial needs? These successful advisors will share practical advice that attendees can apply immediately to help better their financial positions.
- Ways expert advisors manage their own finances
- Suggestions to prioritize investing goals, such as retirement versus college
- Steps a new investor can take to get the most out of a financial advisor relationship
- Differences between financial advice and financial planning
- Actions to take monitoring investment and advisor performance
Moderator
Founding Principal
Entrust Financial LLC®
Vice President, Senior Portfolio Manager
Drexel Morgan Capital Advisers
Executive Vice President Wealth Managment
Shaffer Wealth Advisory Group of Janney Montgomery Scott LLC
Senior Vice President, Private Client Group
Boenning & Scattergood
WIN members must have current 2018 membership.
Registration proceeds benefit Girls Who Invest.
Registration questions please email [email protected].