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Wealth Building for Women Business Owners

Our next speak is Jennifer Lee, the owner of Modern-Wealth, LLC

Modern-Wealth is a financial services firm, that provides consultation to owners and executives making complex decisions regarding business planning strategy.

Her firm provides guidance and perspective in the areas of business continuity, cash flow plans, investment advisory and tax favorable corporate benefits.

Jennifer says she gets excited teaching women about money and is passionate about helping them understand finance.  “Whether you're accumulating assets, growing a business, working through a divorce or transitioning assets to loved ones", I can help.

Her background is in business and economics and she spent three years in accounting. Jennifer knows about money. This will be another great topic.

There is a $3.00 fee to attend this workshop.


Securities and investment advisory services offered through H Beck, Inc. Member FINRA, SIPC. H Beck, Inc. and Modern-Wealth, LLC are not affiliated. 

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  • Gaye F.

    Jennifer Lee was excellent

    March 4, 2014

  • Angela S.


    March 4, 2014

  • Jackie S.

    Sorry to miss you Jennifer! I know that you bring a wealth of knowledge to the table!

    1 · February 25, 2014

    • Gaye F.

      We will miss you Jackie

      February 26, 2014

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