Women and men have differing considerations when it comes to long-term financial goals. For instance, because of a woman’s average longer life span, your needs may be significantly different from those of your spouse or others. Come join us for a seminar about financial management entitled: "5 Money Questions for Women". This seminar by financial advisor Olivia Lau is a 45-minute educational program that explores five critical money questions for women. This will be followed by an interactive Q & A portion and networking with the speaker and other attendees.
This seminar is open to everyone interested!
Olivia Lau is a financial advisor at Edward Jones with an entrepreneurial spirit. As a financial advisor, Olivia believes it’s important to invest her time to understand what her clients are working toward before they invest their money. It's also important to understand the level of risk they're comfortable accepting when investing. By working closely together with her clients, Olivia can identify and find the right balance with the steps necessary to reach their long-term goals.
Olivia is a former Scientist and Regulatory Specialist in the biomedical field. She received her Bachelor of Science with a concentration in Biotechnology from University of Massachusetts Lowell. In addition, she currently holds her Series 7TO, SIE, Series 66, Life, Health and Variable line of Insurance licenses.
She is active in the City of Lowell and surrounding communities. She is currently a board member of The Citizen Advisory Committee. In her spare time, she enjoys spending her time with family and friends around coffee, food, jazz and Patriots games. She is interested in Social Responsibility, The Passion Economy and hopes to inspire lifestyle and culture for the modern multi-generational wealth builders.
Date/Time: Tuesday, January 14th, 2019, 6:30-8:30 PM
Location: Broad Institute (Olympus Room, 1st floor), 415 Main St., Cambridge, MA 02142
Appetizers and wine will be provided. Registration is required, sign-in upon arrival. Please arrive at least 10 minutes in advance to sign up.
No refunds will be issued.
This event is sponsored by Edward Jones.
Corporate Sponsorship opportunities are available.
Email firstname.lastname@example.org for more information.