| Join us for a welcoming, interactive gathering designed for women who are balancing a lot. We’ll cover thoughtful approaches to plan your estate, navigate real estate decisions and ways to support your financial and personal well-being, all in a setting designed to meet you where you are and plan for what comes next.
Featured Speakers: • Christine Brown Murphy, Esq, Shareholder Zacharia Brown & Bratkovich • Melissa Pirosko, MBA, CFP® – Wealth Manager, Confluence Financial Partners • Melissa Spergel – Luxury Real Estate Agent, Realty One Group • Jodi Ripepi, CRNP – CEO, BARE Skin & Laser
Wine, hors d’oeuvres and refreshments will be served by Apericena Wine Bar. Space is limited and this will be a full event—reserve your spot early.
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A, Form CRS and the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov for further information regarding our investment services and their corresponding risks. This presentation is for educational purposes only and should not be construed as an offering of advisory services, legal or tax advice or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss. The guest attorney is not affiliated with Confluence Financial Partners. Please consult your own advisors regarding your individual situation.
|
