ELECTIONS. 2023 Line Officer Elections & Financial Planning Symposium

1290 Boulevard of the Arts,Sarasota FL 34236

14 September, 2022

Description

2023 ELECTIONS. LUNCH, LEARN, AND LOOK TO THE FUTURE.As we hold Elections to select the 2023 Governing Board that will be joining incoming President Meagan West, we find ourselves looking towards the future as we also present a forward-thinking discussion on modern Financial Planning. Women's Council of Realtors Sarasota welcomes all Members, Strategic Business Partners, and guests to this annual event, held this year at The Sarasota Modern Hotel.ABOUT OUR SPEAKER. Jennifer Lee, AIF®, AWMA® is the founder of Modern-Wealth; a Sarasota-based financial firm with a focus on helping individuals experiencing transition. Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether experiencing divorce, or a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth provides a fresh perspective to the financial planning process by digging deep to understand what drives their clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write “Squeeze the Juice: Live With Purpose - Then Leave a Legacy.” MANY THANKS to our Valet Parking Sponsor Bank of England Mortgage, and Ballot Sponsor Suddath Relocations/United Van Lines. Guests will be able to purchase a copy of Jennifer Lee's book “Squeeze the Juice: Live With Purpose-Then Leave a Legacy.” In addition, all attendees will be entered into a raffle to win a signed copy of the book. NOT A MEMBER? This event is open to all REALTORS®! Learn all the benefits that Women's Council has to offer and how joining our community can not only provide opportunities, resources, and tools to grow your business and leadership skills but create lifelong relationships! You must be a member to vote.