Thursday, October 15 | 6:30 – 8:30 PM
The Hivery Mill Valley, 475 Miller Ave Suite A, Mill Valley, CA 94941
$15 for Hivery Members | $25 for Non-Members
Hivery members can use the coupon code found here.
What a CPA, a financial advisor, and an estate attorney wish every woman knew sooner
Money can feel like the one topic nobody wants to say out loud. It's personal, it's private, and somewhere along the way most of us decided we were supposed to already have it figured out.
This evening is the opposite of all that.
This is a warm, real, no-dumb-questions kind of evening for women who want to feel genuinely confident about their money, not just nod along like they've got it all figured out. No sales pitch, no lecture, no assumption that you already speak fluent finance. Just three women who happen to be brilliant at this, answering the things you've been wanting to understand for a while now.
You'll leave knowing more about keeping what you earn, protecting what you've built, and planning for whatever comes next. It all unfolds in an easy, approachable format with plenty of room for questions, big or small, whenever you're ready. And if you'd rather just sit back and take it all in, that's welcome too. You're in good company.
Whether you're growing a business, building your savings, moving through a big life change, or just ready to stop feeling behind, pull up a chair.
Your hosts for the evening:
Allison Kvikstad, CFP®, CDFA®, Partner & Managing Director at Beacon Pointe, with 30 years of helping women build real wealth.
Louise Cochrane, CPA, founder of Élevé Tax Strategy, who treats your numbers as information, never judgment.
Patricia De Fonte, JD, LL.M., estate planning attorney and founder of De Fonte Law, who helps women understand the power they already have.
$15 for Hivery members / $25 non-members (open to all)
Important Disclosure: Beacon Pointe Advisors, LLC (“Beacon Pointe”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This event is for general informational purposes only and should not be construed as legal, tax, investment, financial, or other advice. Opinions expressed are those of the speakers and are subject to change. Beacon Pointe is not affiliated with or endorsed by Élevé Tax Strategy or De Fonte Law.