Skip to content
Women's Investment Network (WIN)

Women and Wealth – Planning for your Financial Future

March 9, 2023: 6:00 pm8:00 pm In Person

Loading Events
  • This event has passed.
Women have emerged as an economic powerhouse – earning, controlling, and inheriting more wealth than ever before. With this wealth comes more financial responsibility and complexity, often intertwined with juggling careers, caregiving for children and aging parents, and other life transitions.
 Please join us as Joanne Yecies, CFP® of RBC Wealth Management, discusses women and wealth and planning for your financial future. The event will be on Thursday March 9th from 6 to 8 pm at The Junction Bistro, Bar & Bakery, 5471 Wisconsin Ave., right by Friendship Heights Metro. Joanne will discuss hands-on solutions to help grow, manage and protect your money and investments, and answer any questions you may have about your financial health.
Please RSVP to Christine Song (csongbird@gmail.com) or Pauline Bell (paulinevbell@gmail.com). 
Speaker

Joanne Yecies, CFP
Financial Advisor, The Ross Group at RBC Wealth Management

Joanne Yecies, CFP® learned budgeting basics as a child and has been obsessed with personal finance ever since. As a financial advisor, Joanne serves as an active member of The Ross Group’s portfolio team focusing on client portfolio construction, management and allocation. An avid learner, Joanne is passionate about helping others understand their financial positions. She is especially interested in serving clients who are building their careers and are looking to take ownership of their financial futures. She received her Bachelor of Science degree in business administration with an emphasis in finance from the Leeds School of Business at the University of Colorado, Boulder and her Master of Science degree in finance from the Kogod School of Business at American University in Washington, D.C. Joanne obtained her CERTIFIED FINANCIAL PLANNING™ certification in 2022.

 

Please RSVP to Christine Song (csongbird@gmail.com) or Pauline Bell (paulinevbell@gmail.com). 

Details

Date:
March 9, 2023
Time:
6:00 pm – 8:00 pm
Event Categories:
,

Venue

Junction Bistro, Bar & Bakery
5471 Wisconsin Avenue
Washington DC,
+ Google Map
View Venue Website

Related Events

© 2024 CFA Society of Washington, DC

Scroll to Top