November's featured speaker will explore strategies and scenarios for women to consider in working towards their long term financial goals!
Join us for relationship-building networking, and to hear Katie Wall of Edward Jones lead us in an interactive workshop, on 5 Money Questions for Women.
We'll discuss strategies and scenarios for women to consider in working towards their long term financial goals, including:
disciplined approaches to investing, choosing the right IRA, considerations for small business owners, andunderstanding the Rule of 72. Learn strategies that fit best for you in your unique situation!
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About Katie Wall
Katie focuses her financial advising practice on creating a safe space for individuals and families to collaboratively understand their investments and how they relate to their goals. Originally a successful middle school math teacher, with both Teacher of the Year and WRAL Teacher of the Week accolades, her career shifted to financial advising after she was widowed at age 33. During this difficult time she discovered first hand how important the role of financial advisor could be. Her husband had been an Edward Jones advisor, and she dedicated herself to continuing his work. Licensed in January 2019, she holds Series 7, Series 66, SIE, life insurance, and long term care licenses.
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