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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.
Time & Location
Host your own Private Event!
Locations Vary
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.