There are specific ways women and money intersect. Typically we live longer than men, and earn less than them. Some of the duties we typically take on – caretaking, with children or relatives – can also affect finances and take away from other personal and professional investments. Our March breakfast speakers, Georgia Kelly and Angela Tatem, will offer insight and takeaways on how best to manage your personal finances and invest in your future in practical, intentional ways.

Our speakers: 

Georgia Kelly is Senior Vice President, Senior Financial Advisor, and Portfolio Manager for The Clore-Kelly Group/Merrill Lynch Wealth Management. She also holds the Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor designations. Whether working with families, retirees, corporate executives, entrepreneurs or nonprofit organizations, Georgia believes that successful wealth management begins with thoughtful, personalized financial analysis and planning to reach a deep understanding of each clients’ unique needs.

Angela Tatem, MBA is a certified personal finance educator at YouInc Wealth Education Services, co-founded in 2015 with her husband Elroy Tatem, Ph.D. You Inc. Wealth Education Services seeks to empower the community through practical every day financial education. Their classes help people climb out of debt, budget like an expert, save money, invest for the future, and end the cycle of living paycheck-to-paycheck to build a stronger and more philanthropic community.

There will be ample time for networking with fellow members. Coffee and light breakfast snacks will be served. 

This is a FREE members-only event. Not a member? We offer three tiers of membership and access to a vast group of inspiring Capital Region professionals. Please visit https://womenatworkny.com/join/ to learn more.

Register