POW: Finishing the Year Financially Strong: Smart Tips for Women in Business
Event Sponsors
"Join us for Finishing the Year Financially Strong: Smart Tips for Women in Business ,' where we'll explore essential year-end strategies to maximize your financial success. Learn how to optimize 401(k) and Roth IRA contributions, take advantage of retirement plan catch-up options, and ensure your financial documents are in order. We'll also cover tips for reviewing and positioning your investments for the new year. Empower yourself with actionable insights to end the year on a strong financial footing."
Featuring guest speaker,
Julianne Hertel, CLU®, ChFC®, CLTC®, LACP
Founder/Financial Advisor
Dream Big Wealth Strategies LLC
Julianne is a passionate advisor who takes pride in working with dream-chasers and world-changers who are making a difference in the world. Her clients are individuals with a deep desire to improve the lives of others, and she is honored to be a part of their journey. In addition to her work with clients, Julianne is a mentor to agents and advisors in the industry, with a particular focus on supporting women entering the profession.
Date and Time
Thursday Sep 26, 2024
11:30 AM - 1:30 PM EDT
11:30 -12:15 pm − Lunch and Networking
12:15 pm − Sponsor Remarks
12:25 pm - Member Spotlight
12:30 pm − Guest Speaker
1:20 pm − Q & A
1:30 pm - Adjournment
Location
Beechwood Hotel | Salon & Chapel
363 Plantation Street
Worcester, Ma 01605
Fees/Admission
$35 - Chamber Member Guest Fee
$50 for Non-Chamber Member Guest Fee
Cancellation Policy: NO REFUNDS or CREDITS if cancelled 7 Days Prior to Event Date
Contact Information
Stefanie Silva
Send Email
Printed courtesy of www.worcesterchamber.org – Contact the Worcester Regional Chamber of Commerce and Affiliates for more information.
311 Main Street, Suite 200, Worcester, MA 01608 – (508) 753-2924 – info@worcesterchamber.org