Savvy Women, Smart Investors

March 4, 2025,
11:00am PDT

Take charge of your financial future

What we’ll cover:

Early Life Stage

  • Paying off college debt
  • Finding a job
  • The future

 

Mid-Life Stage

  • Career
  • Marriage and finances
  • Caring for child, ill spouse, parent or sibling
  • Retirement

 

Later Life Stage

  • Healthcare
  • Social Security
  • Outliving Money

 

Speakers:

  • Charlotte Valentino, CFP, Wealth Management Team Lead
  • Marie Norkett, CFP, Senior Wealth Advisor
  • Kerry Tapia, VP, Financial Education and Engagement