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DTSTART:20240926T153000Z
DTEND:20240926T173000Z
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SUMMARY:POW: Finishing the Year Financially Strong: Smart Tips for Women in Business
DESCRIPTION:"Join us for Finishing the Year Financially Strong: Smart Tips for Women in Business \,' where we'll explore essential year-end strategies to maximize your financial success. Learn how to optimize 401(k) and Roth IRA contributions\, take advantage of retirement plan catch-up options\, and ensure your financial documents are in order. We'll also cover tips for reviewing and positioning your investments for the new year. Empower yourself with actionable insights to end the year on a strong financial footing."\n\n\n\nFeaturing guest speaker\, \nJulianne Hertel\, CLU \, ChFC \, CLTC \, LACP\n\nFounder/Financial Advisor\n Dream Big Wealth Strategies LLC\n\n\n\n\n\n \nJulianne is a passionate advisor who takes pride in working with dream-chasers and world-changers who are making a difference in the world. Her clients are individuals with a deep desire to improve the lives of others\, and she is honored to be a part of their journey. In addition to her work with clients\, Julianne is a mentor to agents and advisors in the industry\, with a particular focus on supporting women entering the profession.
X-ALT-DESC;FMTTYPE=text/html:<span style="font-size:11.0pt\;">&quot\;Join us for </span><span style="color:#212121\;">Finishing the Year Financially Strong: Smart Tips for Women in Business&nbsp\;</span><span style="font-size:11.0pt\;">\,&#39\; where we&#39\;ll explore essential year-end strategies to maximize your financial success. Learn how to optimize 401(k) and Roth IRA contributions\, take advantage of retirement plan catch-up options\, and ensure your financial documents are in order. We&#39\;ll also cover tips for reviewing and positioning your investments for the new year. Empower yourself with actionable insights to end the year on a strong financial footing.&quot\;</span><br />\n<br />\n<span style="color: rgb(51\, 51\, 51)\; font-family: arial\; font-size: 13px\; background-color: rgb(255\, 255\, 255)\;"><span style="font-size:14px\;">Featuring guest speaker\,&nbsp\;</span></span>\n<h3 background-color:="" border-box="" box-sizing:="" class="name" color:="" open="" style="font-weight: normal\; line-height: 1.35\; font-size: 1.8em\; margin: 0px\; font-family: "><span style="font-size:14px\;"><span style="color: rgb(0\, 0\, 0)\;"><span style="font-family: arial\;">Julianne Hertel\, CLU<span style="line-height: 0\; position: relative\; vertical-align: baseline\; top: -0.5em\; box-sizing: border-box !important\;">&reg\;</span>\, ChFC<span style="line-height: 0\; position: relative\; vertical-align: baseline\; top: -0.5em\; box-sizing: border-box !important\;">&reg\;</span>\, CLTC<span style="line-height: 0\; position: relative\; vertical-align: baseline\; top: -0.5em\; box-sizing: border-box !important\;">&reg\;</span>\, LACP</span></span></span></h3>\n\n<h4 background-color:="" border-box="" box-sizing:="" class="title" open="" style="font-weight: normal\; line-height: 1.25\; color: rgb(51\, 51\, 51)\; margin: 0px\; font-size: 1.25em\; font-family: "><span style="font-size:14px\;">Founder/Financial Advisor</span></h4>\n<span style="font-size:14px\;"> Dream Big Wealth Strategies LLC</span><br />\n<br />\n<span style="color: rgb(51\, 51\, 51)\; font-family: arial\; font-size: 13px\; background-color: rgb(255\, 255\, 255)\;"><img alt="" height="435" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/2083/Image/julianne-headshot-2020-resized.jpg" style="width: 300px\; height: 435px\;" width="300" /></span><br />\n&nbsp\;\n<h3 background-color:="" border-box="" box-sizing:="" class="name" color:="" line-height:="" open="" style="font-size: 1.8em\; margin: 0px\; font-family: "><span style="color:#000000\;"><span style="font-size:14px\;"><span style="font-family:arial\;">Julianne is a passionate advisor who takes pride in working with dream-chasers and world-changers who are making a difference in the world. Her clients are individuals with a deep desire to improve the lives of others\, and she is honored to be a part of their journey. In addition to her work with clients\, Julianne is a mentor to agents and advisors in the industry\, with a particular focus on supporting women entering the profession.</span></span></span></h3>\n
LOCATION:Beechwood Hotel | Salon & Chapel 363 Plantation Street Worcester\, Ma 01605
UID:e.2083.17455
SEQUENCE:3
DTSTAMP:20260418T041424Z
URL:https://business.cmschamber.org/events/details/pow-finishing-the-year-financially-strong-smart-tips-for-women-in-business-17455
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