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Women, Wealth and Wine
Mar 5, 2020
06:00 PM - 08:00 PM
The Bulfinch Group, 160,Gould Street,Needham Heights
Needham,United States
Free | $ 5

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Network with other incredible women and plan for your financial future, all while enjoying a glass of wine!

About this Event

One of the fastest growing segments of the economy is women led businesses, but according to a recent study only 50% of women surveyed reveal they are confident about retiring comfortably. Only 1/3 of Americans have a financial plan. This workshop will help you get started with a plan and for those of you who already have a plan, it will help you review it and give you tools to make sure you are on track. We will talk about the 12 Steps to Living Confidently.

Speaker Bio:

Sangita Joshi-Rousseau has been in the financial services industry since 1998 as a Financial Advisor utilizing her specialized knowledge by educating, organizing and helping individuals and business owers with their financial world. She received her Bachelor’s Degree from Boston University and her MBA from the F.W. Olin Graduate School of Business at Babson College in Wellesley, MA. She currently lives in Sherborn with her husband Mike and sons Jonathan, Dylan and Ethan.

Event Schedule:

Food and drinks will be provided.

6-6:30pm: Networking and Dinner

6:30-6:45pm: Introductions

6:45pm - 7:45pm: Presentation with Q & A

7:45pm: Closing Networking

All net proceeds from ticket sales will go to Dress for Success, an international non-profit organization that "empowers women to achieve economic independence by providing a network of support, professional attire and the development tools to help women thrive in work and in life."

  1. ​The Bulfinch Group,
    160,Gould Street,Needham Heights,
    Needham, Massachusetts, United States


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