Taking Control in an Uncertain Environment:
Steps women can & should take NOW more than ever to be in control of and OWN their financial lives.
Wednesday
May 27, 2020
12:00 – 1:00pm
HoyleCohen Partner and Wealth Advisor Elisabeth Cullington welcomes Capital Group Wealth Strategist, Leslie Geller, for an enlightening and straightforward discussion about the current environment and immediate impacts on financial planning.
In this casual, interactive setting, you’ll enjoy actionable and proactive steps you can take to be prepared and in control of your financial life and why this is especially important now more than ever.
The discussion will address how to:
- Have the conversations surrounding finances, managing expectations and minimizing surprises.
- Take action to ensure your wishes are aligned with your documents and plans.
- Make better financial decisions in light of recent legislation such as the SECURE and CARES Acts, with focus on: Reviewing your retirement goals, planning, & strategies, and taking advantage of current market and tax opportunities (yes there are many!).
RSVP here for Zoom Link and Dial-In Info.
Please mark your calendar and share with all the great women you know!
Your Hosts:
Elisabeth Cullington is a Partner at HoyleCohen and co-founder of the firm’s Women’s Practice. Elisabeth has been providing complex financial advice to professionals, business owners and women for more than three decades. As a Certified Divorce Financial Analyst, she also specializes in helping women in transition (resulting from divorce, widowhood, and career advancement).
Leslie Geller is a wealth strategist at Capital Group. She has 12 years of industry experience and joined Capital Group in 2019. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Leslie speaks frequently at women’s conferences and is a big advocate for empowering women in finance.
