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WOMEN: INVESTING WITH A PURPOSE Understanding the Gender Income & Investing Gaps

Paula Pass, CFP® CEO + President, Arka̅gos Advisors, Inc.

WOMEN: INVESTING WITH A PURPOSE Understanding the...
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Women and Investing Seminar 1 hour before event starts Free  

Share WOMEN: INVESTING WITH A PURPOSE Understanding the Gender Income & Investing Gaps

Event Details

Women: Investing with A Purpose 
Understanding the Gender Income & Investing Gaps
They are REAL and MEASURABLE

AN EVENT OFFERED TO BETTER UNDERSTAND:
TODAY’S MARKET – THE NEW NORMAL

  • Inflation, volatility, and rising rates 
  • How to assess risk when markets change 

TAX REFORM

  • General overview
  • Traditional 401K versus Roth 401K contributions 

PREPARING FOR RETIREMENT WITH A COMPREHENSIVE FINANCIAL PLAN NOT AN INVESTMENT PORTFOLIO

  • A plan to address the income and investing gaps women face 
  • Will your assets and purchasing power last against Taxes, Inflation and Medicare 

LONG TERM CARE PLANNING

  • Aging parents and your future

PRICING OF FINANCIAL SERVICES AND FEES EXPLAINED ...CLEARLY!

This event is designed to provide a base of knowledge for financial planning process, identifying risk and appropriate investing models that can leveraged to bridge income and investing gaps that are specific to women.
When making financial decisions it is imperative to have reliable information from trusted industry professionals and it is particularly important for women.

* A workbook including worksheets, guides and references are provided with attendance.
Lunch or dinner will be provided as dictated by the time.

Dates and Times:

Tuesday, October 23 at 6 pm

Wednesday, October 24 at Noon

Thursday, October 25 at 6 pm

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Arkagos Advisors are independent of each-other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

 

FAQs

How can I contact the organizer with any questions?

Contact Paula Pass at paulapass@arkagosadvisors.com 

Do I have to bring my printed ticket to the event?

Yes, please print out the ticket you received in your confirmation email and bring it with you to the event.

 

 

Have questions about WOMEN: INVESTING WITH A PURPOSE Understanding the Gender Income & Investing Gaps? Contact Paula Pass, CFP® CEO + President, Arka̅gos Advisors, Inc.

When & Where


Blackwall Hitch
5 Cameron Street
Alexandria, VA 22314

Organizer

Paula Pass, CFP® CEO + President, Arka̅gos Advisors, Inc.

Paula PassPresident Paula Pass, CFP®, founded Arkāgos Advisors, Inc. to help people, not push product. By delivering straightforward financial advice instead of selling investment products, Paula is able to give undivided loyalty to her clients. Her mission is to provide transparent, and goal-oriented financial planning as well as asset management services that serve the needs of her clients first.

Paula serves all clients in a fiduciary capacity at all times and her unique investment philosophy allows her to provide customized counsel to women who are seeking sound financial guidance without the hassle of something being sold to them. Through her association with WISER – Women’s Institute for A Secure Retirement – she is committed to helping all women achieve financial confidence.

Paula received her bachelor’s degree in political science with an emphasis on economics from the University of Georgia. She completed her Financial Planning Capstone Course at Georgetown University, School of Continuing Education and gained her Six Sigma certification through Emory University. She is a native of Atlanta currently residing in Alexandria, Virginia. She attends North Point Community Church and supports Nicaraguan Women and Children First Mission and Heart for Lebanon. Additionally, she is an alumna of Chi Omega and an active member of the FPA, Capital Chapter.

  Contact the Organizer

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