Greeley Lead Lunch and Learn: Women and The Power to Go High In Finance

Join us for a lunchtime educational workshop. Meet empowered professional women like you and grow personally and professionally at this dynamic educational event!

Ditch the elevator pitch- our events support connection and collaboration! At She Goes High, we don't blindly pass out business cards or ask, "so, what do you do?"

You’re invited to have fun, participate, and support women leaders at this interactive event!

When: The third Tuesday of the month, 11:30 a.m. - 1:00 p.m.

Where: LINC Library, upstairs classroom, 501 8th Ave, Greeley, CO 80631

Cost: Free!

Event Flow:
Please note that this is an estimated timeline. Some times might be shorter or longer depending on group size or participation.

• 11:30 - 11:40p Get settled/ networking (10 minutes). If you don’t show up at 11:30, it’s ok. You’re welcome to show up just how you are, even if that’s late or in your loungewear. We want to see you!
• 11:40 - 11:50p Welcome/ intro (10 minutes). We’ll go over why this community was started and recognize our sponsors who help us to provide 2 free events each month so we can support you wherever you are in your professional and financial journey.
• 11:50 - 12:10p Attendee intros (20 minutes). These are not elevator pitches. Yay! You can choose to participate at whatever level you’re comfortable with, including skipping your intro.
• 12:10 - 12:50p Workshop (40 minutes). Our presenter will present on their topic. Feel free to ask questions as they relate to the talk.
• 12:50 - 1:00pUpcoming events/ close/ goodbyes (10 minutes). Find out about our upcoming events and connect with any of the women you thought were interesting.

We look forward to meeting you at the event!

About Our Presentation:

In this fast-paced world where change is a constant, it is easy to get immerse in our daily activities and either forget or postpone financial planning. Our full engagement at work, school activities if you have children, home chores, and social media distractions make us vulnerable when it comes to available time for planning. Let's pause and take a closer look at what might be escaping us and examine our financial picture to construct a brighter future for ourselves and our generation. Let's begin with the end in mind: your personal goals and aspirations.

About Our Presenter:

Norma began her investment industry career in 2005 and joined Stifel in 2023. Prior to joining Stifel, she spent close to 18 years at Wells Fargo Advisors helping a range of clients navigate their financial life. She believes that with her extensive knowledge of investment products and retirement planning, she is a valuable resource to her clients as they pursue their goals. Norma offers a full range of investment planning strategies, tailored to her clients’ unique needs.

Norma earned a B.S. in Business Administration with an emphasis in Finance from the University of Northern Colorado. She holds Series 6, 63, 65, and 66 securities licenses, as well as the Chartered Retirement Planning Counselor™ and Accredited Wealth Management Advisor™ designations. Norma is active in her local community, serving as part of the investment committee for the Community Foundation of Greeley and Weld County.

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Impact Membership is NOT required for our Lead Lunch and Learn events, however if you would like to know more about our Impact Membership click here: https://www.shegoeshigh.us/impact-membership