Financial Wellness at All Ages – Panel Discussion
Be sure to join Us Wednesday, July 19, 2023 at 11:30 am for our monthly luncheon for Financial Wellness at All Ages – Panel Discussion at Filomena's, $20 for all registered, $25 for walk-ins, includes gratuity and tax.
This meat and potatoes meeting agenda for SECT will help you for years to come. Lisa Wadge has organized this program and we are so lucky to have two members Jean Wilczynski of Exencial Wealth Advisors, Carol Burgess of Primerica and Alyssa Tumolo of Tumolo Financial who are going to share their inside knowledge in this panel discussion. This will cover savings plans for business owners, retirement plans at any age and insurance plans.
As working women we are less likely to take the time to think of our own futures and "a man is not a plan!" So we developed this short program packed with important data that will bring you up to speed quickly on the basics and help you have your own plan. They have also prepared some handouts for you.
While many of you have a saving and insurance plan in place it never hurts to re-look at these plans and prepare for your future. For those starting a new plan there will be ideas for you as well. It is easy to get confused by the jargon so we are going to break things down so you understand the big picture.
The July program will also include time to answer your questions so bring your ideas and concerns.
* Remember to bring cash for the 50/50. Your fun ticket purchase at lunch on Wednesday, funds our Network operations, community and charitable engagement activities, and our scholarships! $1 each ticket, no limit.
* Member Benefit: Members (only) may place their business info on the Members Showcase Table.
Southeastern Connecticut Women's Network, PO Box 921, Groton, CT 06340-0921Copyright 2008-2022 SECT Women's Network (a registered not-for-profit agency) - Founded in 1976.