WE Financial Program For Women: Lunch and Learn Series

The WE Financial Program of classes and speakers is designed to help you become a more-confident financial services consumer. The series is facilitated by Anne Wieboldt CFP® and Nancy Wieboldt CFTA®. Financial services experts will speak in their area of expertise, but will not promote specific products or services.
Join the series, get your questions answered, and become part of the Financial Wellness Forum. This group is devoted to enhancing financial knowledge in the Women’s Exchange community. Join the program to gain:
•    A solid knowledge of basic personal financial skills
•    Enhanced financial vocabulary
•    Understanding of how to set big-picture financial goals
•    Familiarity with financial products and services and their uses
•    Resources for unbiased consumer information
•    A community to support incremental positive changes