Women, Wealth & Wine

When:
Thursday, Mar 05, 2020 6:00p -
8:00p

Where:
The Bulfinch Group
160 Gould St, Suite 310
Needham, MA 02494

EventScheduled OfflineEventAttendanceMode

Admission:
$10

Categories:
Alcohol, Business, Meetup

Event website:
http://bit.ly/womenwealthandwine

Network with other incredible women and plan for your financial future, all while enjoying a glass of wine!


About this Event
One of the fastest growing segments of the economy is women led businesses, but according to a recent study only 50% of women surveyed reveal they are confident about retiring comfortably. Only 1/3 of Americans have a financial plan. This workshop will help you get started with a plan and for those of you who already have a plan, it will help you review it and give you tools to make sure you are on track. We will talk about the 12 Steps to Living Confidently.


Speaker Bio:


Sangita Rousseau has been in the financial services industry since 1998 as a Financial Advisor utilizing her specialized knowledge by educating, organizing and helping individuals and business owers with their financial world. She received her Bachelor’s Degree from Boston University and her MBA from the F.W. Olin Graduate School of Business at Babson College in Wellesley, MA. She currently lives in Sherborn with her husband Mike and sons Jonathan, Dylan and Ethan.


Food and drinks will be provided.


Event Schedule:
6-6:30pm: Networking and Dinner
6:30-6:45pm: Introductions
6:45pm - 7:45pm: Presentation with Q & A
7:45pm: Closing Networking


All net proceeds from ticket sales will go to Dress for Success, an international non-profit organization that "empowers women to achieve economic independence by providing a network of support, professional attire and the development tools to help women thrive in work and in life."


Sangita Rousseau, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 781-449-4402. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group insurance Agency, Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group, Inc. is not licensed to sell insurance. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. California License #0G36466; FL Insurance License #W004436. PAS is a member FINRA, SIPC. 2020-92181 Exp 3/20

Share this event

Add to:

Reddit
03/05/2020 18:00:00 03/05/2020 20:00:00 America/New_York Women, Wealth & Wine Network with other incredible women and plan for your financial future, all while enjoying a glass of wine! About this Event One of the fastest growing segments of the economy is women led busi... The Bulfinch Group, Needham, MA 02494 false MM/DD/YYYY

Sponsored events