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Lunch and Learn: Women in Wealth Management

Madison, WI • June 7, 2018

Want some food for thought? Join the ladies of Ellevate for some lunch and to learn about women in wealth management!

Thursday, June 7, 2018 12:00 PM - 1:00 PM CDT

Michael Best & Friedrich LLP
1 S. Pinckney Street
Suite 700
Madison, WI 53703
US

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Want some food for thought? Join the ladies of Ellevate for some lunch and to learn about women in wealth management! The ladies will touch on the following topics as we enjoy lunch from Marigolds:

  • Learn how women are uniquely positioned to succeed in a wealth management career
  • Learn how the industry has evolved from the days of being a Stock Broker to Financial Advisor
  • When should you work with a Financial Advisor and what benefit do they provide you?
  • What should you be asking your Financial Advisor that you are not?
  • What are the biggest mistakes women make when managing their finances? 
  • What are common mistakes people make in their 401(k)?

We will have a business card exchange at the end for the opportunity to continue your conversations.



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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

CEO at Ellevate Network

Join Ellevate to Meet Kristy
Maricella Herrera Avila

VP Operations & Strategy at Ellevate Network

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