MAMA Seattle invites you to attend our February lunch seminar:
Financial Planning
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When:
Thursday, February 26th, 2015, from 12:00 p.m. to 1:00 p.m.
Where:
DavisWright Tremaine LLP,
1201 Third Ave.
, Floor 22,
Seattle,
WA
98101
RSVP: through Big Tent (preferred if you are a MAMA Seattle member) or by email to lunchseminars@mamaseattle.org. Please identify if you will attend in person in Seattle or if you will participate by phone.
Lunch Seminar: Financial Planning -- Creating A Lifetime Of Financial Security
Creating a financial plan can be daunting. This presentation will outline three pieces to building financial security for your lifetime and outline steps for implementing them.
Our Speaker: Julie Prince
Julie Prince, CLU, has owned her firm, Prince Financial Services, since March, 1989, and has been affiliated with Northwestern Mutual since then as well. Julie provides customized recommendations for financial planning in several areas, including fee-based financial planning, wealth management, trust services, education funding, and investment strategies. Julie specializes in working with professionals and business owners and loves to work with and empower women!
Julie frequently speaks at company and industry conferences, as well as gives presentations with local businesses … and now MAMA Seattle!
For more information, see Julie’s profile online: http://www.julie-prince.com/Professional.htm
We encourage you to attend our lunch seminar in person to facilitate both networking and a lively discussion.
Please bring your lunch and join us for this presentation, and meet fellow MAMA Seattle members! Cookies will be provided.
For those who cannot attend in person, we offer the option to participate by phone.
Call in #: 888-757-0729; Passcode: 1396142354#
When attending via telephone, please use your mute button to prevent background noise, but do not place the call on hold. Some firms have hold music, which is disruptive to the presentation. If you need to leave the call briefly, please hang up and call back in when you are able.
