Wealth Advisors Present to Women’s Leadership Group

Pam Smith, Partner and Wealth Advisor, paired up with Wealth Advisor Associate, Rachel Becker, to present to a local women’s leadership group, The Thread. The topic: Women and Wealth. Smith and Becker explored the topics of how to Organize Your Financial Closet as well as steps Wise Money Moves Young Women Can Make. Both articles can be found under the Resources section of our website.

The Thread, a collective group of executives and entrepreneurs, brought to the table insightful questions about budgeting, savings strategies and retirement planning from a woman’s perspective. Our team enjoyed sharing advice and provided clear steps to start planning for their futures now.

Thank you to The Thread founder, Audra Dinell, for hosting us. We thoroughly enjoyed working with your team and cohort participants. Read more about what event attendees had to say:

“This was a valuable workshop, because finance and investments are not usually topics I’m naturally drawn to or interested in.”

“Looking into scaling my business, it gave good tips and insights on financial planning for our retirement, & kids.”

“I loved it! Talking finance and money nerds me out. Such great information! This is what we need to learn asap as young women but honestly no one talks about it enough!”

Photos: Andrea Corwin

Pam Smith, Rachel Becker, Audra Dinell, Amanda Maier