2023 Women’s Roundtable
Helping establish financial confidence
Focusing on financial wellness is self-care. Invite a friend on a self-care date for a live panel session about the impact money has on various aspects of women’s lives. Our esteemed guests will share engaging personal stories and their passion for empowering women to manage money with confidence.
Take charge and invest in yourself by building healthy financial habits. Our panel will discuss real experiences and provide tips to help you take your financial life to the next level.
Starting your journey
Agenda
- Navigating the journey of caregiving
- Moving forward, together or alone
- Being intentional with long-term care and health care
- Resources for the LGBTQ+ community
- Planning with confidence: estate planning
LIVE Q&A
April Halloran
Director, Sr. Retirement Relationship Manager
Stacey Rasmussen
Vice President, Communications Manager
Cyndi Hutchins
Director of Financial Gerontology
Meet with a financial specialist over the phone to outline your financial goals, when it’s convenient for you. The more you can share about your life today and your wishes for the future, the more effective the guidance can be. Take the first step today.
Schedule a chat now »Potential conversation topics:
- Rollover IRA/401(k)
- Retirement & investing
- Budgeting & debt
- Savings goals
Poll: What’s your biggest hurdle to achieving financial confidence?
No matter where you are in your financial journey, we’re here for you. Take advantage of this opportunity to schedule a consultation This Schedule a chat now..
Poll: What’s your biggest hurdle to achieving financial confidence?
No matter where you are in your financial journey, we’re here for you. Take advantage of this opportunity to schedule a consultation. Schedule a chat now.
