Empower Yourself to Invest with Greater Confidence
Come join us for a conversation celebrating the unique perspective women bring to financial-decision-making. This 60 minute webinar will feature female advisors from Venturi Private Wealth alongside guest speaker, Kristen Heaney, who will share a framework to broaden perspectives about the vital role women can play in their own financial decision-making. Participants will leave this engaging webinar with a number of practical, customized ideas to increase your financial confidence.
- Thursday, June 10th from 2:30pm-3:30pm
- Thursday, November 4th from 2:30pm-3:30pm
The speaker for these events, Kristen Heaney, wealth coach and author of In Three Generations: 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 overseeing substantial family assets and a family foundation. With this life experience as inspiration, she’ll offer:
- Inspiration to step into financial competence and confidence
- Engaging ideas to gain a clearer vision of your financial future
- Executable 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.
*(research) McKinsey affluent consumer research survey, conducted in conjunction with Dynata, 2018; n = 9,434 individuals aged 25 to 75 with investable assets between $100,000 and $5 million, including 2,000 respondents between $1 million and $5 million.