Ten financial tips to consider before 12/31.
Mosaic Financial Partners—San Francisco
140 Geary Street, 6th Floor, San Francisco, CA 94108
11:30 am – Gather for lunch and settle in
12 pm to 1:30 pm – Facilitated conversation and learning
(We understand that for these Circles, some may need to come a little late or leave a little early. However, because of the nature and structure of Circles, we’ll start at 12 pm on the dot.)
Women’s Circles give us an opportunity to learn more about our finances through asking questions, sharing stories, and simply having a conversation with other women in a small group setting. Experts may attend and participate. The power of the Women’s Circle conversation comes from the sharing of ideas and thinking together in a safe environment that nurtures innovation, curiosity, and exploration. In a Circle, the questions are often more important than the answers.
A little bit about your hosts: Liz Revenko, MA, MBA, CFP®, CPCC, ACC and Mary Ballin, CFP®, CDFA® are financial planners and women’s advocates who believe that financial decisions should be aligned with one’s values.
We look forward to seeing you!