Financial Management Workshop for Women: Financial Strategy 101
Wednesday, January 16, 2013 at 7:00 PM (PST)
Palo Alto, CA
Financial Management for Women Hosted by Deborah's Palm
January 16, 2012 Wednesday
7:00 P.M. TO 8:30 P.M.
Women today are enjoying more success and more choices than ever. Along with that comes more responsibility and ever-shifting roles. In this context, planning ahead must keep pace with your unique needs and perspectives. Please join us for these informative and interactive workshops, where we believe "Knowledge is Power!"
You will learn investment basics from this workshop include:
- Understanding account types: Non-IRA vs. IRA (Roth/Traditional, 401K, 403b)
- Understanding different investment vehicles:
- Stocks, Bonds, Commodities
- Mutual Funds
- Understanding investment risks
- On creating a financial plan
The workshop is free, but registration is required.
Facilitated by Mihoko Ward
Mihoko Ward is a client-centric advisor who is technically proficient in portfo-lio construction and risk management. She prioritizes a deep understanding of each person’s unique goals and circumstances. As a CPA, she began her career in Risk Management at PricewaterhouseCoopers. She focuses on building long-term relationships by helping women understand their financial goals, and finding solutions through a disciplined wealth management process.
When & Where
Deborah’s Palm is a place for women to gather, receive encouragement, support and information. Located in downtown Palo Alto, we serve all women on the Peninsula regardless of age, religion, ethnic or socioecenomic background. We strive to create an environment where women’s voices are heard and their lives honored and affirmed. In an age where we are moving so fast and doing too much… it often leaves us feeling stressed and isolated. Come join us, as we build friendships and community… the “old-fashioned” way…face to face.