IN-PERSON | Wellness, Wealth and Wisdom Series Part 3: Your Financial Journey | Sponsored by Hallmark Cards
Wellness, Wealth and Wisdom...
a series exploring on how how to tap into the "three Ws" to inspire, enlighten and further develop both your personal and professional life. Join us for our third session on Wealth with members of Merrill Lynch and Vanguard Financial Services.
"Your Financial Journey"
Come learn on why it is so important for women to be involved in financial decision making, the implications of not being involved, the benefits of taking a seat at the financial table and steps to take now to get involved in your finances.
Sara Jackson is a divisional sales leader within Vanguard Financial Advisor Services®. Her team partners with Financial Advisors in the Central Region, serving the investment, sales, business development, and educational needs of their clients. Sara joined Vanguard in 2011 in a sales capacity working with Advisors in both Michigan and Ohio. Prior to joining Vanguard, Sara worked in sales for 7 years with a privately held investment firm specializing in alternative investments. Sara holds the Series 7, 63 and 24 licenses and is a Certified Private Wealth Advisor® designee.
Lisa Shawis a First Vice President and Wealth Management Advisor within Merrill Lynch. She brings more than 33 years of investment and financial services experience to help her clients have peace of mind they will realize the financial goals that matter to them. As a CPWA® professional, Lisa possesses the level of detail needed to serve clients in advanced wealth management topics such as portfolio management, retirement planning, risk management, tax planning, charitable and estate planning services, planning for closely held business owners, and planning for executives. Lisa is focused on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs, ensuring every strategy is grounded in understanding the client’s objectives, while striving to deliver excellent service. Lisa is fully licensed and is a CPWA® designee, administered by the Investments & Wealth Institute™, taught in conjunction with the Chicago Booth School of Business. Lisa also holds the CRPC® designation.
Ian Terpilowskiis a sales executive in Vanguard Financial Advisor Services™. In his role, he consults with financial advisors across Indianapolis, St. Louis, Kansas City, and Louisville to help them bring value to clients by delivering Vanguard's thought leadership and investment expertise. Mr. Terpilowski joined Vanguard in 2014 and has been supporting advisors since 2019. His prior experience at Vanguard includes work in the International division, Finance, Operations, and Risk. Prior to Vanguard, he worked for global asset management firms. Originally from Australia, he relocated to the United States in 2015. Mr. Terpilowski earned his B.S. in finance from Monmouth University. He also holds FINRA Series 7, 63, and 24 licenses.
Date and Time
Thursday Sep 28, 2023 11:30 AM - 1:00 PM CDT
11:20 am - 11:40 am: Pick up your parking pass in Lot 12. Click HERE to download a pdf with parking instructions. 11:30 AM - Arrival, Mingle and Enjoy Lunch
12:00 PM - Program Begins
1:00 PM - Program Ends
Please Provide Us Notice If You Need To Cancel: We understand that schedules change. If you have registered for this program and can no longer attend, we greatly appreciate you notifying us of your cancellation by completing our cancellation form or emailing email@example.com least 48-hours prior to the program if possible. This is so we can adjust our catering order to help eliminate food waste and prepare accordingly. Thank you!
IN-PERSON AT UMKC BLOCH EXECTUIVE HALL 5110 CHERRY STREET, ROOM 414 KANSAS CITY, MO 64110
Pick up your parking pass in Lot 12. Click HERE to download a pdf with parking instructions.
FREE for CX Members
1 Voucher for CX Partners $35.00 for Non-members No refunds.
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