WIIIN Presents: Women & Money: The What, Why and How of Financial Planning

Women & Money:
The What, Why and How of Financial Planning

While we are women proud to work in institutional investments, we may take a passive approach to our own personal finances.  Join us for a panel on the why and how of financial planning with two experts, Supriya Batra and Judy Portnoy.  We will break down the key areas of retirement, estate, and tax planning and open the discussion to the audience for questions.

*This event is for WIIIN Members only.

Agenda:

• Registration & Refreshments: 4:00 - 5:00pm
• Panel Discussion & Q&A: 5:00 - 6:15pm

Please join us after the panel to connect with fellow WIIIN members. Food and drinks to be served before and after the panel discussion.

_____________________________________________

Speakers I Bios: 

Supriya Batra
Partner
Bel Air Investment Advisors LLC 

Judy Portnoy

Partner
Soffer Law Group

___________________________________

Moderator:

Negin Sohrabi, CFA

Treasurer of WIIIN

_____________________________________________

If you have further questions, please contact info@wiiin.org or by calling 424-688-5510.