We look forward to seeing you at our next Ladies in Action luncheon at Wakefield Crowbar.
This event is open to all women business professionals. Join us and empower other women in our business community.
Bring your business cards and make your next business connection all while you enjoy a delicious lunch.
This presentation addresses how they might be able to work with women to help address some of the most important financial priorities and make more informed wealth management decisions. Furthermore, it covers the different life stages and milestone that women experience and approaches that may be helpful.
As a Merrill Financial Advisor, Jennifer focuses on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. She then helps them create a customized wealth management approach that can be flexible as their needs and market conditions change. Jennifer provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. She is driven by her passion for delivering excellent service and helping clients pursue their goals.
Laura began her career in the financial services industry in 2010, and joined Merrill Lynch Wealth Management as a Financial Advisor in 2016. She focuses on offering a comprehensive approach to managing wealth.
February 15, 2023
12:00 PM to 1:30 PM
COST: (Includes admission and your lunch)
$25 for Chamber Members
$30 for non-Members
Online Sale Ends February 14 at 3pm