Wealth Management in Amazing Times

  • GABA
  • 28 June, 2018
  • 28 June, 2018
  • California

Is the Gender Investing Gap Surpassing the Gender Pay Gap?

The economy has recovered significantly since our last Financial Planning and Investment Management forum in 2012. Has your financial situation improved at the same pace? Have you taken action to empower yourself financially? Is your financial house in order for the present, and more importantly, your future?

Come and learn how the gender investing gap is more challenging than the gender pay gap, and what you can do to reduce it, or eliminate it entirely. Learn more about financial planning, locally and globally, and how your emotions play an important part in your financial stability.

Join this discussion with fellow female professionals who will get the conversation started with their stories, share your own story, and be inspired by an interesting topic and an amazing group of women.

Our goal for the GABA Women in Business group is to provide a forum for women to build relationships, get inspired, share our experiences, and be empowered.

Speakers:
Liza Hanks, Certified Specialist, Probate, Estate Planing and Trust Law
Catherine DePuy, Wealth Management International Client Advisor 1 – Northwest
Kenneth H. Horowitz, Estate Planning and Administration, Gift Planning, Real Estate Transactional Work

Moderator:
Marina Perry, Financial Advisor, Portfolio Manager, Certified Financial Planner, Branch Manager, Morgan Stanley

Location:
Morgan Stanley
411 Borel Ave Ste. 220
San Mateo, CA 94402

Agenda:
6:00 – 6:30 pm Registration / Networking Reception
6:30 – 8:00 pm Program
8:00 – 9:00 pm Networking

Complimentary appetizers, beer, wine and soft drinks will be served.

Cost:
Early Bird until June 21: $15 Members, $30 Non-Members
Regular: $20 Members, $35 Non-Members
$50 Day of event