Personal Finances for Finance Professionals

A career as a finance professional doesn’t necessarily make you a professional in personal finances.

Have you completed your financial plan? Is your personal investment portfolio getting the attention your firm and clients demand? Are you sufficiently planning for life stages such as retirement and estate planning?

If the answer to these questions have left you feeling like you could do better, become more prepared for your financial future, this session is for you. Consider investing an hour of your time dedicated to asking questions, exploring your wealth and retirement plans.

Join Maria Miletic, Associate Portfolio Manager, and Stacey Demchenko, Associate Investment Advisor, from The Conlin Group for a discussion on financial topics that matter to you. Whether you’re looking to navigate the complexities of investing, grow your wealth, plan for retirement, or gain more confidence in managing your finances, this session is designed to provide valuable insights and practical strategies to help you make informed financial decisions.

Calling all curious and interested women in finance. Join a community of professionals just like you.

Location:
Bond at Bankers Hall
364 9 Avenue Southwest ( +45 Level),
Room: The Doulton Room
Calgary, Alberta T2P 3E4

Agenda:
11:30-12:00: Check In & Lunch
12:00- 1:00 Presentation, Q & A