Women's Exchange
Ladies - Take Care of Your Retirement

The Personal Financial Wellness program of classes and speakers is designed to help you become a more confident financial services consumer.  Each class covers and independent topic so it is appropriate to join any class that interest  you. 

Qualified financial services experts invited to speak in their area of expertise, will not promote specific products or services.  

Facilitator, Nancy Doyle, CFA
Author of Manager Your Financial Life

Ms. Doyle brings a straightforward perspective and addresses a broad range of topics in a relatable easy-to-understand fashion.
Her speaking and consulting work offer an independent, objective perspective along with demographic and psychographic insights on focus areas – women, millennials, family wealth topics – as well as life transitions with a financial impact.
Ms. Doyle’s financial services industry expertise is extensive. Roles include advising a high net worth family on investments, asset allocation, and cash management, serving as an equity research analyst covering the asset management, brokerage, and consumer finance sectors, and consulting on investor relations strategies for financial services companies.
She has been a guest on TV, radio, and podcasts and featured in numerous outlets including U.S. News, Reader’s Digest, MarketWatch, The Huffington Post, Morningstar, WGN TV, and the Chicago Tribune.
A graduate of Georgetown University, Ms. Doyle received her MBA from the University Michigan's Ross School of Business, and she holds the Chartered Financial Analyst (CFA) designation.