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Classes & TalksTuesday, November 10

11-10-26 Women, Wealth & the Markets: Strategic Planning Insights Joint with CFA/STLWIN

Tuesday, November 10 · 11:30 a.m.-1:15 p.m. · Missouri Athletic Club

11:30 a.m.-1:15 p.m.
When
  • Tuesday, November 10 · 11:30 a.m.-1:15 p.m.
Where
Missouri Athletic Club405 Washington Avenue · Saint Louis, MO · 63102
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About this event

St. Louis Women in Investment Network

New time: 11:30 -1:15

Location: MAC Clayton 7701 Forsyth Blvd., Clayton MO 63105

15th floor

Join us at 11:30 to mingle with sponsor firms and fellow attendees!

Overview:

Hear from Elizabeth Wyman, Vice President at Goldman Sachs, as she shares a timely market update and insights on women investors.

Throughlines from the market update and insights will be woven into an engaging panel discussion led by Kathleen Judge (CEPA, Edward Jones Financial Advisor) featuring a team of experts in holistic planning:

Payton Heyen Pech (Estate Planning Attorney, Sandberg Phoenix)

Savannah Greatting (CPA, Anders CPA + Advisors)

Arielle Edwards (CAIA, Bank of America Private Bank Portfolio Manager, STLWIN Executive Board Member)

Together, they’ll explore how coordinated strategies across investments, tax, and estate planning support holistic planning and long-term financial success.

From Joan

Listed by TicketLeap: United States, gathered by the Chesterfield events calendar.