$10

Savvy Women, Smart Investors

Event Information

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Location

Location

U.S. Trust, Bank of America

500 Newport Center Drive

Suite 400

Newport Beach, CA 92660

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Refund Policy

Refund Policy

No Refunds

Event description

Description

Savvy Women, Smart Investors -
Take charge of their financial future.


Women today face unique financial pressures, whether they are raising a family, building a business, going through divorce, caring for parents or saving toward their own long-term goals. In this seminar, we will review these challenges and offer tips, worksheets and other resources specifically geared toward women to help them plan accordingly.

Join us for a delicious dinner and a wealth of knowledge. Invest in Yourself today!

AGENDA

5:15 pm Registration & Dinner

6:00 pm Presentation

7:00 pm Q&A and Drawing!

7:30 pm End

Presenters:
Maria Kutscher, CFA, CERTIFIED FINANCIAL PLANNER, Senior Vice President, Private Client Advisor, U.S. Trust

Jennifer Taylor, CPA, Certified Divorce Financial Analyst - Square One Financial Services, Inc.

Ticket Price: $10.00

Proceeds benefit a different non-profit each month. This month's nonprofit is:
WISE (Women Investing in Security & Education), which is 501(c)(3) philanthropic educational organization that provides opportunities to educate women and girls on investing and personal finance. http://www.wiseinvestors.org

No financial products will be offered. All programs within the Women, Wealth & Wellness series are educational in nature. Seating limited to 20 women. Please be on time, as doors close promptly at 6:00 pm.

FAQs

What are my parking options for getting to and from the event?

Location near Fashion Island. Follow parking signs to "500 Building" and park in either garage. Bring your ticket into seminar for parking validation stamp.

How can I contact the organizer with any questions?

Contact Maria Kutscher at 949-760-4608 or maria.kutscher@ustrust.com

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Date and Time

Location

U.S. Trust, Bank of America

500 Newport Center Drive

Suite 400

Newport Beach, CA 92660

View Map

Refund Policy

No Refunds

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Event Saved