Board Director | Former Executive Advisor to Veterans Affairs Secretary | Government Strategic Partnerships| Healthcare | Scale Expert
How can women set themselves up to be financially prepared, so when an unexpected situation occurs, you’re dealing more with your family, work and emotions than your finances? How should you choose an advisor and how should that advisor be helping you? And separately, ask how much of your assets are being managed by women. If the answer is none, make a change! A wealth of information to learn here from Jill Schlesinger, CBS Business Analyst "Jill on the Money" and Dr. Victoria Vysotina, Founder & CIO, Wealth Growth Partners. We cover saving to plan for professional transitions, college, learning to invest, whether the 60/40 rule is dead, the National Museum of Mathematics and more. I did my best to moderate a panel that went far off script! Thank you to Jim McCann, Josh Kampel, Dan Costa, Eva Crouse, Gabrielle Doré and the leadership team at Worth Media Group for hosting the engaging Groundbreaking Womens Summit. Delighted to meet Groundbreaking leaders, Yetunde Ekunwe, MBA, PMP, Karen Cahn, Winnie Sabbat, MBA, Dhardra Blake, David Teten, Christine G., Yasmin Toney #womeninfinance, #financialplanning, #jillonthemoney, #womeninvestors, #groundbreakingwomenssummit.
Planning for Prosperity: Navigating Life's Financial Upheavals
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Thank you, Deborah, for moderating the discussion on such an important topic. Thank you to Worth Media Group for hosting the fireside chat!
Was such a great event.. Thanks to all & looking forward to more! ;-)