Actions and Detail Panel
Women and Wealth Series
Sat, 22 April 2017, 1:00 PM – 2:30 PM EDT
We would like to invite a small group of women who are actively engaged in building your own businesses to join us for an intimate event to share your experiences and discuss how we can help.
Topics for discussion includes:
Wealth accumulation stratgies - differentiate between different retirement savings vehicles
Be an informed investor - the difference between robo advisor vs. full service and everything else in between
Identify your investor profile - what is market volatility and how do you perceive risks?
Planning tips for business owners - salary vs. dividend, which one is better?
We look forward to hear from you!