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Sips & Strategies for Managing Personal Finances (Long Beach, CA)

  • Kennedy's Craft Kitchen 5506 E Britton Dr Long Beach, CA, 90815 United States (map)

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.

Please note that this event is not only for moms—all women are welcome! And the more the merrier, so please feel free to share with friends. Appetizers and a round of drinks will be on us!

By signing up for this event, you agree to receive email from Mom Crew and Emily Anderson. You may unsubscribe at any time. If you would like to join without opting in, please email Mom Crew.


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.


 
Later Event: February 25
Personal Finance 101 (Los Angeles)