Hosted by: Seattle | Bellevue | Puget Sound
Ellevate Seattle: June Coffee Chat: Stepping into your 2022 Intentions: Building your Personal Financial Advisory Board
Online • Closed Captioned •
Start your day with positive connection and join us for a casual chat with other Ellevate members!
This month's topic builds upon our 2022 conversations about the importance of a personal board but with a financial twist. Just like we have specialists to care for our personal health, it's just as important to have the right team built to support our financial health as your personal financial advisory board. Do you have one, thinking about creating one, or are curious in hearing about what and why it's important?
Join us to talk it through with our host Dina McAfee, get fresh perspectives from the group, and share your thoughts in a safe space.
Space is limited to allow for meaningful connections (we cap it at 20 attendees). This is a popular event that typically sells out, so please update your registration as soon as possible if you are unable to attend. This will allow the hosts to reach out to those on the waitlist.
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New York, NY
VP of Product and Technology at Ellevate Network
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