Building Strong Foundations for Your Financial Freedom

A tree with strong roots can withstand the most violent storm, but the tree can’t grow roots just as the storm appears on the horizon.
– Dalai Lama XIV

Success in any given discipline requires the mastery of fundamentals. These skills and principles ensure we have a sound structure and serve as the foundation for future learning and success. This year, our programming is designed to delve into the principal elements of financial planning, investing, and business leadership. The seeds, the roots, and the branches that we cultivate so the tree can withstand the storm.

Please see our lineup of events planned for next year. Dates and locations to follow.

March 20

11:30AM – 1:00PM
The Inn at Villanova

Planting the Seed
Wealth Planning Essentials

Wealth planning is critical to ensure you are working towards a more confident financial future, your assets are protected, and your strategy is the best fit for you. Everyone, regardless of age or net worth, can benefit from having a plan in place. Senior Wealth Planner Gina Parissi, CFP® will talk to us about steps to take now and important considerations for every stage of life.

May 3

4:30PM – 6:00PM
The Haverford Trust Company

Strengthening the Roots
Investment Fundamentals

Reinforce and expand your knowledge of investing essentials. Our investment specialists will lead informal small-group seminars on the equity and fixed income markets, asset allocation, and portfolio construction. Bring your notebook and your questions!

October 12

7:30AM – 9:00AM
Philadelphia Country Club

Branching Out
Business Leadership Insights

Grow your network and join us in celebrating National Women’s Small Business Month. A panel of the region’s seasoned business leaders will share insights from their life and career experiences, lessons learned along the way, and advice for others on the path to success.