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Building Your Financial “A” Team


 2 hours

Building Your Financial “A” Team

Please join us for a special women's networking event

Building Your Financial “A” Team

How to Choose a Trusted Advisor and Plan for a Secure Future

Lisa Stone, Financial Advisor and Principal—Bernstein

Michele Lazzara, CPA and Partner—Marks Paneth LLP

Amy Holzman, Esq., Attorney—Law Offices of Amy Holzman PLLC

In these challenging and often complex times we need professional advice—now more than ever. But who can you trust? How do you find an advisor that is professionally qualified, will always act in your best interest, AND works as part of your team? Please join us as we share multiple perspectives on how to choose a trusted advisor and shed some light on issues top of mind to women including: investing and retirement,

tax and estate planning, children's education and philanthropy

Please respond to Jennifer Piña
at 212.756.5853 or

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Get Introduced to the Women You Should Know

We help our members connect with specific attendees who share their industry and life experiences.

Kristy Wallace

Kristy Wallace

New York, NY

Former CEO at Ellevate Network

Join Ellevate to Meet Kristy

CEO at Ellevate Network

Join Ellevate to Meet Maricella
Rebecca Spitzer

Rebecca Spitzer

New York, NY

VP of Product and Technology at Ellevate Network

Join Ellevate to Meet Rebecca
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