Learning while socializing and empowering through education.

 

This focus series is the result of listening to our clients’ needs. Through exploring the various challenges facing today’s women and initiating a space to share common experiences, we are building a community of women.

We bring in expert guest speakers who provide information to broaden awareness and knowledge of the group, which essentially deepens the discussions. Topics range from investment terminology to navigating family dynamics, health and elder care resources, survivor-ship roles, estate planning documents to economic and market outlooks. The experience is engaging and casual, educational yet fun, and always evolving.

 

To learn more, contact our office by calling 1-866-684-2600. We would love to get you involved.

Women’s Conversation Series


 

This focus series is the result of listening to our clients’ needs. Through exploring the various challenges facing today’s women and initiating a space to share common experiences, we are building a community of women.

We bring in expert guest speakers who provide information to broaden awareness and knowledge of the group, which essentially deepens the discussions. Topics range from investment terminology to navigating family dynamics, health and elder care resources, survivor-ship roles, estate planning documents to economic and market outlooks. The experience is engaging and casual, educational yet fun, and always evolving.

 

To learn more, contact our office by calling 1-866-684-2600. We would love to get you involved.