Advanced Financial Empowerment for Women

Presented by Peter Gore CFA, CFP®, MBA & Ben Sadtler

Description: Female registrants only. This course will dive deeper into the investment concepts covered in the first part of our course, which was offered in the spring and fall of 2015. However, participants who have not attended the first course will still find the content informative and useful! During our sessions, we will discuss developing an investment strategy, designing and monitoring a portfolio, and the financial implications of aging (long-term care, managing RMDs, etc.). For the final class, we will invite a prominent estate attorney to share prudent wisdom on the intricacies of a successful estate plan.

The on-line Spring course catalog for the Christopher Wren Association at the College of William & Mary will be available at a later date

DATES:

Tuesday, March 15th, 2016.  4:30PM

Tuesday, March 22nd, 2016. 4:30PM

Tuesday, March 29th, 2016. 4:30PM