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January 27th VIRTUAL Luncheon: “Women in Finance”
January 27 @ 12:00 pm - 1:00 pmFree – $10.00
Join us for our VIRTUAL January Luncheon, “Women in Finance” with Erin Yost, Anna Merchen & Sarah Hessler!
Erin Yost is a Schwab franchisee and operates her own independent branch where she can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.
Anna Merchen is an Independent Branch Client Service Specialist and is here to help you with your service needs. She works closely with Schwab Operations and Service teams to help provide an exceptional experience. Count on her for prompt, proactive resolution and follow-up on your service requests.
Sarah Hessler is an Independent Branch Associate Financial Consultant and it’s important to her to understand your investment goals and objectives to ensure your financial planning and service needs are met. From providing investment guidance to helping with account inquiries, she’s here to help you take ownership of your financial future.
Join BPW on Wednesday to learn what type of investor you are, learn how women invest differently than men, and understand the emotional aspects of decision making. Gain confidence in your investing decisions and start taking the next steps to help you achieve your financial goals!
When: January 27th from 12PM-1PM
Location: Virtually via Zoom – You’ll get an email with the zoom link the morning of the event!
Cost: FREE for BPW members & $10 for guests
BE SURE TO ATTEND AS WE WILL HAVE A SPECIAL GIVEAWAY!
Bozeman BPW’s mission is to connect, educate and celebrate Bozeman’s professional women – through our events and programs we bring professional women in the Bozeman community together to facilitate the building of lasting relationships, provide timely and relevant information to assist our members in running and marketing their businesses, and celebrate the contributions our members make to our larger Bozeman community.