“Three Steps to Navigating Your Most Important Financial Decisions”
Presented by an all-star Orange County women investment panel
May 7 – 5:15 to 8:00 p.m.
Center Club Orange County, Costa Mesa
For the past two years “Pink Wall” has successfully presented panels of women experts to bring education and empowerment to women in all stages of their financial lives.
On May 7 our “Pink Wall” series will continue this dialogue with presentations from women in top leadership roles in the financial services industry. In three steps, you will get valuable information that is not found elsewhere—it’s a rare opportunity you don’t want to miss!
THE CENTER CLUB ORANGE COUNTY
650 TOWN CENTER DRIVE, COSTA MESA
5:15 p.m. – 8:30 p.m. – $50 per guest
Premium Sponsored Tables for 10 – $750
Your ticket includes a three-course dinner of unparalleled cuisine, gratuities, and valet parking.
Networking & Socializing starts at 5:15 with the fabulous $5 glass of wine.
Dinner starts about 6:00 with the program introductions at 6:50.
Shawnette Gauer, CFP®, Managing Director, Schwab Advisor Services – How to identify the right investment advisor, and how to develop a relationship that lasts a lifetime. Why empathy is more important than equations.
Laura McDowell, Regional Director, Charles Schwab & Co.– Investment strategies at different stages of life, and finding the best portfolio path for your individual needs.
Rhonda Ducote, AIF®, President/Principal, Apriem Advisors – What is the market outlook today and how can we use this information to grow our investments and overall wealth?
Bonus Feature: As a wrap-up, each panelist will tell us how they climbed the wall of success to achieve the career of their dreams—finding their space in an industry dominated by men.