Women and Wealth Series: Women, Money and Power - Putting Your Plan Into Action

This is a past event

36 people went

Charlotte Regional Business Alliance

330 S Tryon St · Charlotte, NC

How to find us

Duke Energy/Wells Fargo Conference Room

Location image of event venue

Details

At our next session, we will discuss and discover who we are financially and what we know and do not know about various financial elements and comprehensive products and services available. We will also discover our “money personality” (initiator, avoider, dreamer) and how to position ourselves to design a successful portfolio for the future.

This session will be introduced by LaToya Hubbard, Financial Advisor Senior Manager with Vanguard Personal Advisor Services.

This session will be facilitated by: Kamila McDonnough, CFP, Wealth Manager with Rutledge Financial Partners

We are located on the corner of S. Tryon Street and MLK Blvd. There is a parking garage attached to the building that can be accessed on the corner of MLK Boulevard and Church Street. Sorry, we do not validate. You may also utilize surrounding parking lots, garages and street parking.