Secure Your Financial Future
Tuesday, February 26, 2002
6-8:30PM
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We are no longer living in a world where we can count on somebody else to take care of us and our financial future. Women today must make their own decisions on how to invest their money and secure their future.
This panel will educate you on the tools and assistance you need at the different stages of building financial independence. You will also walk away with a resource you can use immediately after the meeting!
You will learn:
• what you need to know on how to manage your wealth
• who should use a 'fee only' planner and why
• what is a 'certified' financial planner versus a stockbroker, etc.
• what an estate attorney has to offer and what is estate planning
• how to calculate your net worth
• how to strategize for your future (buying a house, long term saving for retirement, saving for your kids education, etc).
Featured Speaker(s)
• Moderator:
Pat Flynn: Dean, McCallum Graduate School of Business, and Professor of Economics, Bentley College
Read her bio
•
Catherine Friend White: founder and senior portfolio manager of FinArc, LLC Investment Management
Read her bio
•
Dale Kaiser: Attorney for Estate and Family Business Planning and Estate Administration.
Read her bio.
• Jennifer Openshaw: Founder of Women's Financial Network (now, WFN at Siebert) and Author of New book, "What's Your Net Worth?"
Read her bio
Schedule of Events
Registration & Networking - 6:00-6:45
Panel Kick off - 6:45
Panel Discussion 6:50-8:00
Q&A & Wrap Up - 8:00-8:30
** Note: You can pay at the door on February 26th. **
