A relaxed, social gathering where women can ask the financial questions they might feel uncomfortable asking elsewhere. Facilitated by Donna Denoncourt, APMA, CSRIC, CPFA Financial Advisor, with margaritas, this session is a chance to connect with other women in a casual, welcoming setting.
An interactive discussion covering:
How much should I save?
Am I investing enough?
When can I retire?
Should I have a Roth IRA?
How do I protect myself financially?
What happens financially if my spouse dies?
How do I balance enjoying today with preparing for tomorrow?
