Although it can be overwhelming at first, investing in your own financial plan can pay dividends long term. From building the foundation to achieve big goals, to estate and legacy planning, learn what to consider when navigating these topics. Join fellow WIN members for an insightful discussion on financial self-care hosted by Glenmede.  Click here for speaker bios.

Panelists will share insights on navigating these complex topics at various stages of the journey.

Subtopics addressed will include:

• -Knowing your (net) worth, identifying your financial goals and fears, and planning for peace of mind
• -Estate planning
• -Philanthropic planning

 

Attendance will be limited to 60, so register early to reserve your spot!

Agenda

5:30 – 6:00: Networking & cocktails
6:00 – 7:00: Introductions & program
7:00 – 7:30: Additional networking & refreshments

Out of consideration for our host sponsor and their security practices, registration will close Thursday, September 4th.  No refunds for cancellations after this date.

This event may not be recorded and any materials may not be republished without the prior express written consent of Women in Investing Network of Philadelphia (WIN).