Tag Archives | women and wealth
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Save The Date: Thursday, March 15 Wine & Cheese Event

Do you ever wish you could turn back the clock and do things over before it was too late? Or give your younger self some timely advice that would save you money and heartache? This is your chance to learn from experience. Please mark your calendars Thursday, March 15 (4 to 6 p.m.) for our special  Wine […]

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Women & Wealth: Come Join Us At Orlando Money Show – February 8

Here’s your chance to attend a special half-day of complimentary Women & Wealth expert panels addressing cutting-edge topics about women, retirement, and investing. It all takes place the morning of Thursday, February 8 at The Money Show in Orlando. We’ll be participating in the Women on Wealth panel on Bridging the Longevity Gap: Retirement Strategies for […]

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Women Still Face Challenges As Financial Advisors But Times A-Changin’

Women financial advisors are still a small minority, but The Times They Are a-Changin’ in the famous words of songwriter Bob Dylan. Many successful women advisors, like us, feel that – despite the many challenges – the career is tailor-made for women, offering great flexibility and enormous personal and professional satisfaction. See our earlier article on “Why We […]

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Mari Adam Participates In Women’s Wealth Summit In Atlanta

Mari Adam was part of a select group of executive women in wealth management invited to Atlanta March 4-5 to take part in the Financial Advisors Women’s Summit, hosted by United Capital Private Wealth Counseling. The Summit focused on the challenge of building the “Firm of the Future,” and addressing the professional and personal needs […]

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