Women & Wealth | How can you find the balance?

Ladies, join us (and bring a friend) for an interactive event that’s designed just for you. We’ll talk about finding the right balance between the needs of today and managing our wealth for tomorrow. We’ll cover:

  • How to navigate the ups and downs of the market while ignoring all of the “noise” that’s out there.
  • A closer look at retirement and what planning might look like, depending on your stage of life.
  • Confidently evaluating the right amount of financial risk to take when managing investments and how to navigate the financial world.

One Event, Two Locations!

Bonita Springs

January 18, 2023 @ 12:00 PM

Roy’s
26831 South Bay Drive, #100
Bonita Springs FL 34134

Naples

January 18, 2023 @ 4:00 PM

Seasons 52
8930 Tamiami Trail N
Naples, FL 34108

Please RSVP by Monday, January 16th