Overcoming the Myths: Taking Control of Your Money & Your Future
Thursday, September 11th at The East Bank Club, 4:30 to 6:30 pm.
Moderator: Larry G. Goldsmith, C.P.A., J.D., C.F.F., and M.A.F.F.
Panelists are dynamic, experienced professionals who are passionate about empowering women to take control of their financial future.
Julie Murphy Casserly, CLU, ChFC, CFP JMC Wealth Management Inc. Julie is an 18year veteran of the financial services industry and has often been referred to as a financial healer and visionary.
Carolyn Leonard, Founder and CEO DyMynd. Carolyn is a serial entrepreneur and was one of the first women to trade at the CBOE. She spent 21 years in the pits before starting DyMynd.
Linda A. Lucatorto, M.Ed., CPC, Divorce Coach and Mediator, mentors clients during the transitions of divorce. She helps clients: learn about their options, set realistic expectations, make solid decisions and prepare for consultations with attorneys.
Women often forget all the financial decisions they effectuate. They make most of the health care decisions for family members and choose the specialists they see. They arrange for child care and make many of the important school decisions for their children, from pre-school to college. They also have crucial input about the purchase of family cars and household needs. They may even pay the household bills. Although They are always making financial decisions for others, most women don’t feel they are financially savvy. It is time to bust that myth!
I hope you can join Larry, Julie, Carolyn and Linda on September 11th at the lovely East Bank Club. De-stress after the work day and join us for interesting and thought provoking discussion, food, drink and camaraderie!
Questions or comments? E-mail me at *protected email* if you have any questions about this posting or if I may be of assistance in any way.
Larry Goldsmith is an experienced Financial Forensic expert and CPA who investigates and verifies financial income and assets in matrimonial matters. CJBS, LLC is a Chicago based firm that assists its clients with a wide range of accounting and financial issues, protecting and expanding the value of mid-size companies.