You are invited to the Women's Financial Empowerment Group
As we start the new year, I am excited to invite you back to our Women’s Financial Empowerment Group for continued growth, community, and learning. The first two gatherings in 2024 were inspiring as we witnessed the power of collective learning and encouragement firsthand.
Let’s start the new year off on the right financial foot.
- Tuesday January 21st - we will wrap up our discussion on asset classes and dive into understanding mutual funds. We will also create financial vision boards
- Tuesday February 18th - our conversation will be around the different types of investment accounts (think: IRA, Roth, etc.) There will be plenty of time for Q&A
- Tuesday March 18th - We will discuss the 11 different industry sectors and why they are important to a diversified portfolio. We will check in on our vision boards to see if we are on track for our 2025 financial goals
Please feel free to bring a friend! This group is for women of all ages and stages - single, divorced, widowed, married and anywhere in between. I formed this group to be a community where we will
- Gain knowledge
- Build confidence
- Set Goals
- Find Support
- Empower Yourself
Reach out for more information or to RSVP: barbara.shellman@stifel.com or 231.995.7015
Stifel
-
Barbara Shellman Financial Advisor
- January 06, 2025
- (231) 995-7015
- Send Email
