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Championing Women’s Finances: Session Two

March 8 @ 2:00 pm - 4:00 pm

INVESTING AND GIVING WITH PURPOSE
LIVE ONLINE DISCUSSION WITH Q&A

Topics: Behaviors Around Money / The One-Year Plan / Values Investing – Identifying Your Priorities / Estate Planning and Insurance Basics / Charitable Giving Strategies
This session will help answer questions about estate planning and charitable gifting.

Hosted By:
Jennifer McCosley Windsor, CFP®, CAP® – Vice President, Senior Financial Advisor at Triad Financial Advisors

Vaishali Shah, MBA, CFP® – Founder & Coach Copper Seed, LLC

Zoom link (prior registration is required):

FINANCIAL BASICS TOOLBOX – PROVIDED BY PARSEC FINANCIAL

Details

Date:
March 8
Time:
2:00 pm - 4:00 pm