Women, Wealth & Well-Being

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Program Type:

Talks & Lectures

Age Group:

Adults
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Program Description

Event Details

Four women break down the jargon to make sense of investing, legal, and protection planning. What’s a Mutual Fund? How much insurance do I even need and what kinds? Do I need a Trust? What happens to my finances in a divorce?

Shoreline-based professionals Robyn Wolcott, LPL Financial Advisor with Warner Group; Morgan Krause, Personal Lines Account Manager with Anderson-Krause Insurance; Erin O. Duques, Associate Attorney with Czepiga Daly Pope & Perri; and Lynn Pinder, Attorney with Pinder Law Office will outline the steps needed to work toward the financial future you want, and work on clearing up the often difficult financial language so the path is more clear. Light lunch will be provided.

Registration is encouraged for this in person event.