Blueprints for Building Wealth: Strategies for Construction Professionals

Blueprints for Building Wealth: Strategies for Construction Professionals

By Women in Construction: BAS Mission Partner

Join us for a lunch and learn faciltated by Lindsay Maceli, Wealth Management Advisor At Touchstone Wealth.

Location

5890 Owens Dr

5890 Owens Drive Pleasanton, CA 94588

Good to know

Highlights

  • In person

About this event

Business • Career

We are thrilled to provide this informative and interactive session for men and women presented by Lindsay Maceli. Lindsay demystifies financial planning and empowers her clients to make strategic and informed decisions. Hosted by ACCO at their new East Bay location and co-hosted by Milwaukee Tool, this is a session you won't want to miss!

During the lunch program you will learn the follwoing and more:

Use the Tax Code to Your Advantage

  • Don’t just earn more — keep more!

Start with a Solid Foundation

  • Learn the essentials: budgeting, saving, credit, and protecting your income.

Make Your Money Work Harder

  • Understand investing basics, insurance, and tax-advantaged accounts like Roth IRAs and HSAs.

Lindsay Miceli, a Certified Financial Planner at Touchstone Wealth, excels in helping individuals understand and manage their financial lives through a detailed and proactive approach. Her expertise spans from in-depth financial assessments to developing personalized strategies for investment management, risk mitigation, and financial education. By integrating sophisticated planning tools and a keen understanding of market dynamics, Lindsay ensures that her clients are well-equipped to make informed financial decisions that align with their long-term goals.

Lindsay is driven by a passion for financial literacy and empowerment. She excels in demystifying the financial planning process for her clients, providing them with the knowledge and tools needed to secure their financial future. Her enthusiasm for financial planning is fueled by the positive impact she sees it has on the lives of her clients, helping them to realize their financial potential and peace of mind.

Lindsay moved to Arizona with her husband in 2015, Josh, whom she met in Northern California. They recently welcomed their first child, Gianna "Gigi," into their family. This new chapter adds a personal touch to her understanding of the financial needs and aspirations of young families.

Organized by

Women in Construction: BAS Mission Partner

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