"The Importance of a Financial Plan" is the second of the four Women & Investing Conversations you're invited to attend.
Hearth & Soul in partnership with Jordan Roper & Crilow Financial Consulting Group - Wells Fargo Advisors presents a conversation on “The Importance of a Financial Plan." This is the second of a four part monthly series of talks centered around Women & Investing.
The subsequent series include conversations on philanthropy featuring Susie Busch Transou, Founder of Hearth & Soul on April 5 and real estate featuring Jaime Yarbrough of the Naumann Group on May 10.
Enjoy lite bites and tastings as we learn why women make great investors!
5:00 - 6:00 Happy Hour
6:00 - 6:30 Presentation
6:30 - 7:00 Q & A
Discussion
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