An Evening for Women and Wealth: Engage, Educate, & Empower

May 16, 2018 | Jonathan Greenwald


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On May 9, our team hosted another successful dinner event at Auberge du Pommier with the purpose of Engaging, Educating, and Empowering our female clients. I spoke at a high level about two core long-term investment philosophies: purchasing power and the concept of being an 'owner not a loaner'.

We were lucky to be joined by Robyn Solnik, a member of our extended team, and our High Net Worth Estate Planner. She discussed some important and relevant will planning strategies including planning for incapacity with Powers of Attorney, the proper use of trusts, and avoiding probate or taxes at death.

It was a great success and a great evening of education. Thanks to all who attended, and thank you for the great feedback!

For more information on the evening or for a copy of our presentation, please feel free to reach out to any member of our team. If you are interested in attending our next event, please click here and let us know. 

 

For further reading, click here to Own Your Future or click here to contact any member of of our team.