We will explore the various challenges women face today and create a space to share common experiences in the world of finance. We introduce information to broaden the financial awareness and knowledge of the group and to deepen the discussions. The experience is engaging and casual, educational yet fun and always evolving. Topics include investments 101, cash flow projections and economic and market outlooks. The course is partnered with Legal Life Care Planning, which is offered on Friday mornings, but there is no requirement to take both.
At Altavista Wealth Management, Jacqui Friedrich (firstname.lastname@example.org) is a lead relationship manager for approximately 50 clients. She is the director of financial planning for the firm, leading the efforts to fulfill clients’ financial planning needs. Jacqui is also a member of Altavista’s Investment Committee.