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A Woman's Perspective

Host your own private event. Our mission is to learn from you to improve what we do for you. A Guided Conversation.

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Host your own Private Event!
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About the Event

A Woman’s Perspective is a hosted small group event intended to open the conversation about the experience women have had with their finances and advisors. With or without a financial advisor or wealth manager, managing day to day finances, dealing with investments or simply having a conversation around money, the experience women have is vastly different then that of their male counterparts. Host your own private event to help us improve what we do for you. 

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Emily Patton and Deborah Eggleston are Registered Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member FINRA, SIPC. The Partners Group LLC and United Planners are not affiliated.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Currently, investment products and services are available to residents of AZ, CO, ID, NC, NE, NM, UT.

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