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Let’s Talk About Money and Investing for Female Professionals (sponsored by CBM D-PATH)

July 18 @ 12:00 pm - 1:00 pm

Women face many obstacles to overcome during our lifetimes: the wage gap, the career gap, and the investment gap. The good news is that investing and managing your portfolio is gender-neutral. Everyone can overcome the investment gap by learning how to save and invest.

Female professionals are invited to attend an hour-long lunchtime presentation in CBM’s Washington, D.C. office on Thursday, July 18, to learn how investing can help build a stronger financial foundation. CBM Senior Financial Advisor Wendy Moyers will discuss the importance of investing and answer questions such as:

  • What is the investment gap?
  • How can investing help me create a better financial plan?
  • How do I get started?
  • What investments are appropriate for me?
  • How do I develop an investment strategy that meets my needs?
  • If I’m already investing, how do I know if I’m on track for my portfolio goals?

Whether you are a new investor or if you’ve been investing for a while, please consider attending this educational conversation and go confidently into your investing future.

Please use the form below to register.

Wendy Moyers,
Senior Financial Advisor,
CFP®, CDFA®

 

 

 

 

 

 

 

 

 

 

Details

Date:
July 18
Time:
12:00 pm - 1:00 pm

Venue

CBM – Councilor, Buchanan & Mitchell P.C – DC Office
1150 18th Street NW, Suite 550
Washington, D.C. 20036
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Website:
https://www.cbmcpa.com/