WIB Exclusive Event- Candid Conversation –Women Building Wealth

Melissa of CCP will be conducting an interactive event around financials for women and how to organize them. 


Melissa Dailey-Newman, AWMA® is a Wealth Advisor at Clearwater Capital Partners and the creator of CHIConWallStreet, a platform dedicated to empowering financially independent women on their personal wealth journey.  Melissa has 25 years of experience helping individuals, families, and organizations understand investments, accumulate wealth, and meet their financial goals.
 
Join us for a candid conversation where no money / life question is off limits. What is the difference between a stock and a mutual fund? How do I approach prenuptial agreements and financial discussions before remarriage? What can I do to keep my mom and dad safe from financial scams? How can I educate my children about managing and preserving wealth? What is a philanthropic legacy? How do I create one for my family? Do I need a Trust or a Will?
 
Melissa will answer your questions and share her experience with money and relationships, the value of working with a trusted advisor and how you can gain a wealth of confidence for your own financial future.
 
Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor.

Max Capacity: 30 (Please register early!)
 
Agenda:
4 – 4:30 pm- Guests arrive and network
4:30 – 4:45pm- Kari-Ann and Gregg welcome guests
4:45 – 5pm- Kelley talk about Rieke Interiors
5 – 6 pm- Melissa conduct event