Come join us for an event for every woman who wants to get smarter about money and wants to plan for what’s next!
You will enhance your financial confidence, obtain valuable tools, action items and practical steps while empowering your future and gaining financial freedom and stability.
Our experts will cover:
- Your Financial Success Checklist
- Investing for a Successful Retirement
- Women in Transition
- It’s More Than Money, It’s Your Legacy: Estate Planning 101
The day will include free parking and all-day access to the beautiful grounds of the Chicago Botanic Garden.
Coffee and beverages will be available and lunch will be served. At this time, you will have the opportunity to meet and talk with our experts and enter to win a $500 shopping spree at Barneys New York!
Meet Our Presenters:
- Leslie North, Wealth Manager
Leslie is committed to helping women strive to reach financial goals for themselves and their families. Her practice is client-focused, providing personalized strategies while working to give her clients peace of mind in their financial lives. Leslie received her bachelor’s degree from DePauw University in Economics as part of the Management Fellows Program, an honors program with emphasis in Management and Entrepreneurship. Leslie is a CERTIFIED FINANCIAL PLANNER™ professional. She is involved with the Midwest Palliative and Hospice CareCenter and The Magnificent Mile Association.
- Kathy Roeser, Wealth Advisor
A highly regarded professional, Kathy has been recognized by Barron’s, Chicago Magazine and Registered Rep for being one of the country’s top women financial advisors. Kathy is a frequent contributor to financial news publications and often appears on Chicago-area television shows to discuss financial topics. She graduated from Michigan State University with a degree in business and is a member of the MSU Business FMI board. She is active with a number of charities, including serving on the board of managers of the YMCA of Metro Chicago.
- Renée Cooper, Financial Consultant
Renée is all about empowering “women in transition” who face complex financial decisions as individuals. She speaks frequently on the topic of Women in Transition at events and seminars. Renée graduated with a bachelor’s degree from Michigan State University and an MBA from University of Notre Dame. She holds FINRA series 7 & 66 licenses and an Illinois Life and Health Insurance license and is certified for Long-Term Care Insurance. She serves on the Planned Giving Council for Family Shelter Services.
- Katie Savage, Private Client Advisor
Katie is passionate about helping women achieve their financial goals and prepare for retirement. She received her BBA at Norbert College and holds FINRA series 7 & 66 licenses, State of Illinois Health and Life Insurance license and is an accredited Investment Fiduciary. She does charitable work with St. Jude’s Research and The Leukemia and Lymphoma Society.
- Annette Findling, Wealth Manager
Annette’s emphasis is on helping women grow, protect and preserve their wealth. She helps them gain a clear understanding of their current situation and future goals. Annette received her bachelor’s degree from Michigan State University. She is a CERTIFIED FINANCIAL PLANNER™ professional. Annette is involved with the The Magnificent Mile Association and The Costume Council of the Chicago History Museum.
Smart Women, Smart Finance$
Wednesday, Sept. 10, 8:30 a.m. to 2:30 p.m.
Chicago Botanic Garden
Tickets available for purchase here.
