Join financial advisors Kelly Heinen and Emily Anderson to connect with other local women, enjoy some wine & cheese, and learn more about managing your personal finances.
We’ll provide education around financial literacy and share tips and strategies for a number of helpful topics, including:
Budgeting and saving
Maximizing income
Investing in the stock market
Organizing your finances in a tax-efficient way
Paying down debts
Funding education for yourself or your children
Planning for retirement
Estate and multi-generational planning
Protecting your assets
And more! There will be time for any questions you might have as well.
The location is currently TBD, but it will be in Long Beach, CA. The more the merrier, so please feel free to share with friends!
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Kelly Heinen and Emily Anderson
Kelly Heinen and Emily Anderson are both mothers who love to work with and empower women to achieve their financial goals and design the life they want.
They aim to create a safe, judgment-free, and pressure-free environment where women can openly discuss their life goals and finances without the typical industry jargon, and to turn clients’ dreams into reality through a long-term and collaborate relationship.