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Women Build Leadership Series: Financial Goals

February 10, 2021 @ 4:30 pm - 5:30 pm

Setting financial goals does not need to be overwhelming!

Join Certified Financial Planner Ali Criss, President of Financial Insights, for this Women Build Leadership conversation about setting and managing financial goals. Learn simple steps to help manage your monthly budget, establish an emergency fund, save for retirement, start a college savings account for children and grandchildren, and plan your estate.

Click here to register for this FREE virtual, online session. All are welcome!

 


 

Meet the Speaker

Ali Criss, CFP®, CDFA™ is the president and owner of woman-owned local wealth management firm, Financial Insights, based in downtown Tacoma. An influential local speaker and writer on financial planning topics, Ali’s days are spent forming long-term relationships with professionals, women, and small business owners helping them plan for retirement and manage their wealth. Ali is a five time recipient of South Sound Magazine’s “Best Financial Advisor” award and was recognized as a Raymond James Woman of Distinction in 2018 for her work in independent wealth management. Ali sits on the Tacoma Community College Foundation Board of Directors and was honored as a distinguished alumnus of TCC in 2015. She also serves on the board of directors for Emergency Food Network and United States Indoor Skydiving.

Details

Date:
February 10, 2021
Time:
4:30 pm - 5:30 pm
Event Categories:
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Event Tags:
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Website:
https://tpc-habitat.salsalabs.org/wbleadershipsessionfeb10

Venue

Online, via Zoom
United States

Organizer

Tracey Sorenson, Director of Community Engagement
Phone
253-627-5626 x114
Email
tsorenson@tpc-habitat.org