On Thursday March 11th at 8 PM, JLCW is proud to host a special Zoom presentation on Women and Finance, presented by Euching Lin, Managing Director and Wealth Advisor, and Dana Gorelik, Senior Wealth Planning Strategist, both from Wells Fargo Private Bank in Greenwich.
They will discuss why it is important for women to be involved in financial planning, common financial mistakes that women make and how to avoid them, how to discuss financial planning with your spouse, and the impacts of Biden’s new tax laws and how it will affect financial planning. Members will learn valuable knowledge on financial planning for family and retirement.
This presentation is open to the public, so feel free to invite your friends. Please RSVP for the event.
By continuing to use the site, you agree to the use of cookies. more information
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.