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Thursday, November 17th
5:30
pm to 8:30 pm
Basking Ridge Country Club, Basking Ridge, NJ
Speaker:
Kate Sweeney
Certified Financial Planner Practitioner, Certified Investment Management Analyst
Senior Vice President, Financial Advisor
Morgan Stanley
Women are often the money, schedule and wellness managers of their households. These roles create a variety of financial demands, and women’s relative longevity means understanding wealth planning is vital even if they haven’t played this role before. Come learn how to develop a wealth strategy that meets your true needs.
Key topics:
- Achieving Fiscal Fitness in just 30 minutes per week
- Being a financial leader for your family
- Strategies to help you thru life’s transitions
Event Prices
Early Bird Rates Available Through Friday, November 151th
Member of ACG NJ: 75 (After Nov. 14 - 85)
First Time Attendee: 80 (After Nov. 14 - 90)
Non-Members of ACG NJ: 95 (After Nov. 14 - 115)
Cancellation policy: Full refund less 3% processing fee if cancellation received by 5:00 pm Monday, November 14, 2016
Hosted by: ACG
Chapter
New Jersey
