Mon, Oct 03|
5 Things Every Woman Should Know About Her Finances: A Primer on Total Financial Wellness
Please join us at the Library on October 3 at 10am to hear from Emily Boothroyd, JD, CFP, CPWA of Merit Financial Advisors, who will give a primer on achieving a healthy financial life, including cash flow, taxes, healthcare, wealth protection, and legacy building. Open to non-members as well.
Time & Location
Oct 03, 2022, 10:00 AM – 11:30 AM
Wilton Library, 137 Old Ridgefield Rd, Wilton, CT 06897, USA
About the Event
Please join us at our October 3 meeting at the Wilton Library to hear from Emily Boothroyd, JD, CFP, CPWA of Merit Financial Advisors to speak on the 5 Things Every Woman Should Know About Her Finances: A Primer on Total Financial Wellness. Topics include these areas to consider when building a healthy financial life: 1) cash flow; 2) taxes; 3) wealth protection; 4) healthcare; and 5) legacy building. Emily will walk through the basic components to preserving and protecting wealth, building a strong relationship with your finances, and how to optimize your financial situation. A Q&A session will follow to address general topics of interest. Open to non-members as well.