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"Your Personal Financial Statement": Financial Planning - 1st of a 4-part Series

Seattle, WA • March 21, 2011

Please join the Seattle Chapter of 85 Broads for a quarterly workshop series on “Your Personal Financial Statement.” Many women find that as they move through their career and focus on professiona...

Monday, March 21, 2011 7:00 PM - 8:30 PM EDT

Moss Adams Wealth Advisors
999 Third Avenue
Suite 2800
Seattle, WA 98104
US

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Please join the Seattle Chapter of 85 Broads for a quarterly workshop series on “Your Personal Financial Statement.” Many women find that as they move through their career and focus on professional development, their personal financial statement does not always get the attention it should. They accumulate assets and wealth over time but don’t always have a good plan to provide context and long-term direction for their financial decisions. This workshop series will bring together experts from the financial planning, investment, tax and estate fields to share their insights and some concrete ideas you can apply in crafting your own financial future.

In this session, find out how utilizing a financial plan to help make decisions is critical to see the personal impact of your financial decisions today and in the future:

• How do you define goals and objectives to give context to your decisions?

• How much risk do you really need to be taking in order to accomplish your life goals?

• Should you refinance before rates go up?

• Based on current trajectory, what does your estate look like in the future?

85 Broads member Rebecca Pomering, the CEO of the Wealth Management Division, will kick off the discussion.

Fee: None

RSVP: Please RSVP by March 17th to jill.c.beck@gmail.com

*Please note that this event is for subscribing members only.



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Kristy Wallace
Kristy Wallace

New York, NY

CEO at Ellevate Network

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Maricella Herrera Avila

VP Operations & Strategy at Ellevate Network

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