WEALTH MANAGEMENT BLOG

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GETTING FINANCIALLY FIT!

In case you missed it!

HoyleCohen partner and Sr. Wealth Advisor Elisabeth Cullington recently met virtually with three dynamic female leaders in the areas of Financial Planning, Retirement Planning, and Entrepreneurship & Career Growth. Together they explored steps women can and should take especially now to be better prepared for their financial futures.

For a summary of each discussion, click on the links below:

  1. Planning opportunities women can explore now with Capital Group Wealth Strategist, Leslie Geller
  2. Shaping up your retirement plan with Katherine Roy for J.P. Morgan Funds.
  3. Becoming the CEO of YOU! With executive, entrepreneur and author, Robin Toft.

You can also check out our educational videos for recordings of the second and third discussions in our Educational Videos archive by clicking here.

 

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