Events: March Salon: Sponsored by WISE® (Women Investing in Security and Education)
Date: 2013-03-12
Time: 6:00 p.m. ~ 8:30 p.m.
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~NEW LOCATION~ THE SALON IS SOLD OUT!
Description:
THANK YOU TO OUR SPONSOR ~ WISE® (Women Investing in Security and Education) CLICK THE PICTURE TO LEARN MORE ABOUT WISE®.
"People say that money is not the key to happiness, but I always figured if you have enough money, you can have a key made." .......... Joan Rivers
"Money is better than poverty, if only for financial reasons." .......... Woody Allen
Victoria Collins, Ph.D, CFP® and financial author, one of Orange County"s most admired financial planners, will moderate a panel discussion on "making the most of what you have."
Hear from sought-after financial experts on how to set up a financial plan to secure your future, optimize income in a low interest rate environment, and take advantage of estate planning strategies to protect your assets for your heirs.
The following is the Discussion Panel:
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Evelyn Zohlen, MBA, CFP®, Founder of Inspired Financial
Susan Riechel, Managing Director of Fixed Income Investments, First Foundation Advisors
Cheryl Barrett, Esq. and Partner — Estate and Gift Tax Planning, Ferruzzo & Ferruzzo.
6:00 - 8:30 p.m.
NEW LOCATION
Wyndham Hotel Orange County
3350 Avenue of the Arts
Costa Mesa, CA 92626
Dinner is at 6:15 and includes an elegant unparalleled cuisine, gracious service, and exquisite surroundings.
The speakers are introduced at 7:15.
As a part of the Salon experience, you are invited to bring a book or books that you have read and exchange it for another pre-read book.
The Salon is also the perfect networking environment for business women to discover new contacts and promote their business! A table is provided for business cards or printed materials to share with our attendees.