- Date

- Location

- Recommended CPE

- Fees

Join CLA leaders for a morning of connection, growth, and celebration of phenomenal women. At this complimentary event, you’ll hear from Janet Fischer as she shares practical strategies to prioritize and manage well-being in your daily lives and the value of creating an intentional and purposeful future for yourself and others.
Janet’s address will be followed by a panel discussion led by Wendi Boddy, Tax Partner, and Steve Powers, Director Wealth Advisory at CLA.
At the end of this session, you will be able to:
- Identify small changes that could make a difference in the future
- Discuss what life stage an individual is at; incorporating comprehensive tax and wealth planning may help them improve their financial outcomes and bring them peace of mind
Who should attend
This session is designed for phenomenal women in the workforce.
Schedule
8 – 8:45 a.m. — Breakfast and networking
8:45 – 10:15 a.m. — Conversation with the Future You
10:15 – 10:30 a.m. — Break
10:30 – noon — Twealth: Tax and Wealth Working Together
Location
Brentwood Country Club
5123 Country Club Drive
Brentwood, TN 37027
CPE
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Live
Register for this event
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