What She Said: Lifestyle, Money, Real Estate

300 Washington Street,Newton MA 02458

10 March, 2023

Description

Women's Growth Series ~ What She Said: Lifestyle, Money, Real EstateThis group was created to connect women, answer raw questions and fill your buckets with knowledge, creativity, business partners, friends, and lots more! Come mingle, have a complimentary glass of wine, network, get to know women just like YOU, who have similar questions, similar ambitions, and similar goals. As James Clear wrote in Atomic Habits - “Surround yourself with people who have habits you want to have yourself. You’ll rise together.” This Month's Topic : ( Investment Conversations) Financial planning ~ for wealthy women who don’t know how to be wealthy Women are busy and creating the perfect financial plan can feel rather daunting and time consuming. Gabrielle Siegel is going to be speaking about how to continue (or even where to start!) your financial planning journey. Whether you're new to the conversation or a seasoned vet looking to get creative with tax efficiency Gabrielle will be able to cover a range of basic topics to more comprehensive topics during our evening. The topics are catered toward the audience so come with questions! Speaker Introduction: "I want to live in a world where my clients can achieve financial independence and have confidence in how they are spending their time and their money, while also enjoying the fulfillment of a long-term client advisory relationship . My team and I have developed out-of-the-box diversification and distribution strategies surrounding our clients’ equity compensation, as well as tax strategies to reduce clients’ liabilities upon distribution. We specialize in planning for families, business owners, doctors, and highly compensated executives. We have a passion for giving women power in their financial planning and provide support from a primarily female financial planning team. I live in Back Bay with my husband Griffin and have an office in Braintree, Ma." - Gabrielle Siegel