Tea Time Series

 

Financial Strategies
for Women

Taking Control of Your Financial Resources

 

Friday, April 24, 2015  •  2:30 to 4:30 p.m.
Dr. Joseph L. White Room, UCI Cross-Cultural Center

 

FREE EVENT. Refreshments and tea service provided.

 

Learn from leading women experts in the field.

 

Laurel Mann, CFP, CMFC

 

Laurel Mann, CFP®, CMFC®

Financial Advisor
Waddell & Reed, Inc.

Christine Ross

 

Christine Ross

Vice President
Licensed Banker Sales Manager

 

    • Getting your financial house in order

      Setting financial goals, living within your means, building a liquidity fund

 

    • Preparing for the unexpected

      Making sure you are adequately insured

 

    • Putting your money to work by investing

      Basic investment principles, market volatility, advantages of tax deferral

 

  • Building a healthy nest egg for retirement

    The importance of starting early, ideas to support you on the journey
Financial Strategies for Women Financial Strategies for WomenFinancial Strategies for Women