Did you know?
- 66% - Women are estimated to control two-thirds of the consumer wealth in the U.S. over the next decade.
- 41% of women surveyed are making financial decisions alone.
Roll up your sleeves and join SWE-San Diego as we take a deep dive in a workshop designed by women for women on Financial Planning!
When:
Tuesday, May 8, 2018
5:30pm – 7:30pm
When:
Tuesday, May 8, 2018
5:30pm – 7:30pm
Nichole Mayer of Westpac Wealth Partners(*) will work with our group on Empowering Women for Financial Freedom. Her work has been focused on the San Diego community and with STEM-related professionals helping clients obtain financial balance. A financial plan starts with concepts and arrives at a detailed and flexible plan to obtain objectives. All attendees will receive a workbook for the day of and leave with access to an online financial planning tool, WealthSteps.
Our workshop will provide a roadmap including the following steps:
Step 1: Matching money with your values & goals
Step 2: Understanding your financial foundation
Step 3: Small change, big results
Step 4: Checklist for your future
Step 5: Ways to learn about saving and planning
*Additional tips and tricks will be included in your workbook as a take-away.
Our workshop will provide a roadmap including the following steps:
Step 1: Matching money with your values & goals
Step 2: Understanding your financial foundation
Step 3: Small change, big results
Step 4: Checklist for your future
Step 5: Ways to learn about saving and planning
*Additional tips and tricks will be included in your workbook as a take-away.
Where:
Mitchell International
6220 Greenwich Drive
San Diego, CA 92122
Price:
Free for registered SWE Members
$5 for non-members
Deadline to RSVP is EOD Thursday, May 3rd!
Use password "Westpac" when RSVP-ing.
Mitchell International
6220 Greenwich Drive
San Diego, CA 92122
Price:
Free for registered SWE Members
$5 for non-members
Deadline to RSVP is EOD Thursday, May 3rd!
Use password "Westpac" when RSVP-ing.
Light appetizers and refreshments will be served!
Please RSVP so we can get an estimated headcount.
Please contact secretary.swesandiego@gmail.com if you have any questions or experience any difficulties with RSVP-ing.
Thank you,
FY18 SWE-San Diego Professional Development Committee
Please RSVP so we can get an estimated headcount.
Please contact secretary.swesandiego@gmail.com if you have any questions or experience any difficulties with RSVP-ing.
Thank you,
FY18 SWE-San Diego Professional Development Committee
(*) Nichole Mayer is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, Inc., a DBA of WestPac Wealth Partners, LLC. | CA Insurance License # 0F54659 | 2018-58773 Exp. 05/09/18
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