Thursdays in September
10:30 AM – 11:45 AM
This interactive workshop series covers the basics of personal financial management, designed especially for women who have limited knowledge around personal finance matters.
- Financial Planning & Cash Flow (September 7) – Register
- Investing, Asset Allocation & Retirement Accounts (September 14) – Register
- Financial Risks & Insurance (September 21) – Register
- Estate & Charitable Planning (September 28) – Register
Each session is standalone, with no requirement to attend all four, so participants welcome to attend just the topics of specific interest! Space is limited. Registration required.
Presenter Nancy Fellinger, CFP, has served in leadership roles as president of the Financial Planning Association’s Connecticut Valley Chapter and on the executive boards of the Planned Giving Group of Connecticut and the Connecticut Estate & Tax Planning Council. She has also been a member of the Hartford Foundation for Public Giving’s Professional Advisory Committee and the Estate & Business Planning Council of Hartford.