Financial Coffee Chat & Roundtable: Building Your Money Team - You Don't Have to be "Rich" to Have One!
Online • Cincinnati • September 16, 2020
Do you have a money team? Have you ever considered building one? Where do you even get started? Join us to learn why you should want one! Pssst... You don't have to be rich to have a money team!
Wednesday, September 16, 2020 11:30 AM - 12:30 PM EDT
Join us monthly to gain financial wisdom from experts in a coffee chat discussion.
This month's session gives you the tools to build your personal and professional money team. Women often think the need to be super wealthy, or it's may not be important for them to have a money team, but it really is - no matter if you have a little or a lot of money.
Experts share their different helpful tips in building your money team to support you with your personal and professional finances. Learn how to select, choose and develop supportive relationships with financial professionals to build and protect wealth.
There will be break outs to share best practices in smaller groups discussions.
Our experts this month: Alice Msachi, Christine Luken, Linda Bauer, Liz Kitchell, Teri Vogelsang
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