Building Your Financial Future
Practical insights for women on managing money, protecting what they’ve built, and planning for what’s next.
An evening for women building and protecting wealth with intention.
Whether you’re building a business, growing your savings, navigating a life transition, or simply want to feel more confident about your financial future, this conversation will be built around real answers, not sales pitches. We'll talk about what it takes to keep more of what you earn, protect what you've built, and plan for what comes next.
Hosted by:
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Allison Kvikstad, CFP®, CDFA®, Partner & Managing Director at Beacon Pointe;
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Louise Cochrane, CPA, founder of Élevé Tax Strategy; and
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Patricia De Fonte, JD, LL.M., Estate Planning Attorney, and founder of De Fonte Law.
This candid conversation about managing your finances, planning for your future, and protecting what you’ve built will provide practical tools and insights to help you make informed decisions at every stage.
If you’ve been feeling like you have questions around your financial future, this evening of informative learning is for you.
$25 for Hivery members / $30 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.