
Women and Wealth – Your Dreams, Your Goals, Create Your Roadmap
12:00pm - 1:00pm
Harvest by Kelly Liken
Women are often the money, schedule and wellness managers of their households. These roles create a variety of financial demands, and women’s relative longevity means understanding planning is vital.
Amy Goscha of Goscha Law Firm and Jeff Goldsmith of Morgan Stanley want to help you develop a wealth and estate planning strategy that meets your true needs. You will learn the ins and outs of financial balance and the essential steps to a successful estate plan over a delicious lunch provided by Harvest by Kelly Liken.
This Lunch and Learn is 100% free and is for any woman interested in learning more about financial and estate planning strategies.
There are no restrictions based on income. Every woman is welcome!
Visit Goscha Law to learn more.