Wednesday, October 30, 2019

Get your tickets today!

Do you know where your money is going? Are you controlling it, or is it controlling you? Barbara Stanny, the author of Sacred Success wrote “Financial Well-Being is essential to achieving greatness”. If you want to be the best possible you, understanding your money is important. Being engaged and educated allows you to make informed choices about what you support, whether that is how you spend and save, or whether you choose to exclude fossil fuels or other items from your investment portfolio. 

Join us as Meredith discusses socially responsible investing, what it is and isn’t along with some different and empowering ways of how to engage with your money.

About the Speaker:
Meredith Sims provides fee for service financial planning and investment management, with a focus on socially responsible investing. Her passion is educating and empowering women to step up and take charge of their money, believing that building a solid financial foundation and directing this from a place of value and confidence makes a difference in our lives and in our communities. She also knows that taking a spotlight to one’s financial life can be uncomfortable and encourages her clients to start where they are, informed by, but not judging, what they may have done or not done in the past.

Disclaimer: Securities offered through Cabot Lodge Securities LLC — Cabot Lodge Securities LLC, New York, New York 10281 – Member FINRA / SIPC / MSRB. Advisory services through IFS Advisory LLC — SEC registered. Heart Strong Wealth Planning and IFS Advisory LLC are not controlled by or a subsidiary of Cabot Lodge Securities LLC.

WPDN LUNCHEON
Wednesday, October 30th, 2019
11:30 a.m. – 1:30 p.m.

The Capital Grille
94 Perimeter Center West
Dunwoody, GA 30346

Reservations are required. Pre-payment is requested.

Members: $38.00 / Non-Members: $55.00
Includes lunch, networking, and presentation.
*NOTE– There is a $5 fee for buying your ticket at the door.*
If paying at the door, checks and cash are preferred.
Please make checks payable to Marie Fratoni.

*Online registration and payment page is now open until 10 p.m Tuesday, October 29th to facilitate registration and allow more time for networking.

Wednesday, October 30, 2019

Get your tickets today!