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Ladies, when it’s time to sit down for a review of your financial goals and investment performance are you in attendance at that meeting? If you are at the table, do you have the confidence to ask questions and make decisions aligned with a defined vision for what you desire for your resources to accomplish?
Venturi Private Wealth is hosting two virtual events in 2021 to empower women to sit with confidence at the table. It’s not about forcing ourselves to learn a list of technical financial concepts but rather leaning into our unique strengths, refining our goals and aligning ourselves a little more each day with the values that are most important to us.
The speaker for these events, Kristen Heaney, wealth coach and author of In Three Generations: A Story about Family, Wealth, and Beating the Odds and The Super Special Altogether Ordinary Day, was just 21 when her father died and she found herself at the head of the financial decision-making table in oversight of substantial family assets and a family foundation. With this life experience as inspiration, she’ll offer:
To step into financial competence and confidence.
To gain a clearer vision of your financial future.
Next steps to increase financial confidence.
If you find yourself desiring to gain greater competence and confidence in financial decision-making, but aren’t sure where to begin, this event is for you. We hope to see you there.
THURSDAY, JUNE 10
THURSDAY, NOV. 4
PLEASE SAVE THE DATES & REGISTER @ info.venturiwealthmanagement.com/empower