The Lady Project + Fidelity Investments Women in Investing Present
PVD Lady Project Learns:
Women Investors: Organize, Plan, and Own Your Future
Plan your financial future with The Lady Project and Fidelity Investments! This workshop is free, but please RSVP! Dinner and beverages will be provided, and members are welcome to bring a guest.
In this seminar, attendees will learn about:
The importance of getting organized - including Budgeting, Saving, and Managing Debt
Key financial principles and planning for short-term and long-term goals
Investing options to help determine their appropriate asset allocation
About the Presenters (pictured from left to right):
8 years with Fidelity – working in our Strategic Advisors Group as well as an Investment Consultant in the Investor Centers in West Hartford and Providence.
As an Investment Consultant, Halley provides clients with Guidance and Investment Solutions.
Graduate of U. of Vermont
Avid skier, has done volunteer work with Museums in Holland and Boston
20 year veteran with Fidelity Investments
She has worked in various capacities for Fidelity over the years, the last 16 years have been in the Providence Investor Center where she manages the clients of two Financial Consultants and support the client relationships with Fidelity. She has provided guidance and investment solutions directly clients in the Investor Center as well.
Graduate of Boston College
Avid tennis player, gardener, master baker and sports enthusiast.
11 years with Fidelity Investments – serving as a Branch Manager of three Investor Centers (Braintree, Shrewsbury and Providence)
33 years in the Financial Services Industry – including running a Personal Financial Planning practice for 17 years.
Graduate of Colby College
Certified Financial Planner since 1987
Enjoys skiing, culinary arts and Mah Jongg.
NOTE: The snow date for this event will be Jan 31!
About Lady Project Workshop Series:
We aim to provide various workshops for our members, by our members. Do you have a skill to share? Are you interested in learning something new with a group of supportive, like-minded ladies? Let us know!
Hope to see you there, lady! If you have any questions, please contact firstname.lastname@example.org.
The Lady Project is a 501(c)(3) economic non-profit membership organization that connects, inspires and showcases awesome women doing amazing things through membership, events and community engagement. Founded in 2011, the Lady Project is based in Providence, Rhode Island. Lady Project chapters nationwide host monthly events where women can connect, get inspired and learn about what other awesome women are doing in their cities. Find your chapter: ladyproject.org.
Q: Do I need to be a member to come to this event?
A: Many of our events are members-only, but this one is open to all! Learn more about membership here.
Q. I am a member of the press-- can I cover your event?
A. Yes! Email us at hello@PVDLadyProject.com and we’ll chat.
Q. Are Lady Project events just for women?
A. Lady Project events and memberships are intended for anyone who identifies as female.