Join the Savvy Women’s Investment Circle

financemomJoin the Savvy Women’s Investment Circle

Harris and Harris Wealth Management proudly presents the Savvy Women Investor Circle (SWIC):

Does the Stiletto Fit?

  • “I am concerned that I will wake up one day and find I’m out of money.”

  • “I am concerned that my retirement savings will not support the lifestyle I have worked so hard to achieve.”

  • “I am concerned I won’t have saved enough to be able to retire at all.”

  • “I am concerned that I am not making all the right choices to maximize the growth potential of my money.”

  • “I want to live my life the way I want to live it!”

 Do any of these sound like you? Then maybe the Savvy Women Investor Circle is for you!

 

SWIC is designed for a select group of women who are interested in an opportunity to broaden their individual knowledge about planning and investing for their futures.

SWIC educates and coaches accomplished women executives, business leaders, entrepreneurs, and professionals through the financial planning and wealth building process. During the course, you might develop long-term relationships with like-minded women. You will find yourself sharing and learning from one another’s personal experiences.

Our format consists of monthly face-to-face group sessions and one-on-one meetings for 12 months.

During these 12 months, Harris and Harris Wealth Management will take you through a curriculum that includes the following:

  • Stiletto Power “Investing 101”

  • What’s In Your Closet? “Basics of Stock and Mutual Fund Evaluations

  • Sling Backs, Wedges, Platforms…Not All Shoes Are Made Alike “Understanding Diversification”

  • Living in Style “Evaluating Your Retirement Package”

  • Tying It All Together “Connecting Your Investments to Your Personal Goals”


Can’t see the video? Click here

Harris and Harris Wealth Management, LLC sponsors the Savvy Women Investor Circle.
This is not an advisory service of Harris and Harris Wealth Management, LLC.