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Jan 29

Your Money, Your Goals: Key Principles of Estate Planning and Financial Literacy for Women

Join us for an informative workshop and luncheon where you will learn how to navigate your financial and estate planning journey with confidence. Wealth Manager Melissa Pirosko & Christine Brown Murphy will discuss the key principles of financial literacy and estate planning essentials and help attendees define & achieve their financial & planning aspirations. We will help you identify meaningful goals, share the key components of a well drafted estate plan, & discuss how to craft a personalized financial plan in order to reduce financial stress & achieve what’s most important to you.

Cooper’s Hawk
11905 Tamiami Trail, N. Naples, FL 34110
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Jan 29, 2025 12:00pm - Jan 29, 2025 01:30pm

Free