Women & Wealth Workshop

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100 Pringle Avenue 2nd Floor Conference Room

100 Pringle Ave, Walnut Creek CA 94596

Walnut Creek, CA 94596

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We invite you to join us for a mini-conference on women & wealth!

Women have had equal access to money only in the last 60 years – just one generation ago! Today more and more women are taking control of their finances and achieving financial independence. Nearly two-thirds of women are breadwinners and the majority are at the helm of family financial decisions.

Yet women fall behind men in overall financial wellness. Upwards of 90% feel completely unprepared for retirement. Beyond the wage gap, which translates into fewer retirement dollars, women are not actively investing as much as their male counterparts.

Join us to learn specitic strategies for building and managing your wealth, and achieiving financial freedom.

This workshop includes information on the following topics:

- 5 things every woman should know about her finances

- Optimizing your tax bracket / tax planning

- Investments: common pitfalls and tips for success

- Foundation estate planning

This workshop presented by CERTIFIED FINANCIAL PLANNER™ Professionals.

Date and Time

Location

100 Pringle Avenue 2nd Floor Conference Room

100 Pringle Ave, Walnut Creek CA 94596

Walnut Creek, CA 94596

View Map

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