The Mommie Series - Business Edition
Date and time
Refund policy
Contact the organizer to request a refund.
Eventbrite's fee is nonrefundable.
The Value of Integrating Insurance and Investment Solutions
About this event
Are you a woman in business? Are you looking to network? Find business resources? Gain meaningful relationships?
Look no further, we have curated and cultivated this event for women just like YOU! You will not want to miss the newest co-working space in the Houston Galleria area, Serendipity Labs (the views from the 20th floor are worth a peek)!
Join us for lunch as we discuss how a financial plan with insurance and investments work together to increase your overall retirement income and legacy amounts without sacrificing your short-term goals.
Speakers:
Jennifer Steil, ChFC, CLU, RICP, CFP
Principal | Wealth Management Advisor
Shane Frugé
Principal | Managing Director
Tickets include parking, lunch, speaker series and fun swag bag!
