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Financial Planning for Savvy, Socially-Responsible Women

Financial Planning for Savvy, Socially-Responsible Women

Wednesday, June 24, 2009 from 6:00 PM - 8:00 PM (PT)

Oakland, CA

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Ticket Information
Ticket Type Sales End Price Fee Quantity
member Ended $9.00 $0.99 N/A
Event Details

Please join WEN for an exciting and practical discussion to help women take control of their financial future - sustainably! 

 

Speakers Cathy Curtis of Curtis Financial Planning and Andrea Hamilton of Waddell & Reed will discuss socially-responsible mutual funds, identify socially-responsible investment companies, and explain how to produce a financial plan that reflects one's socially-responsible values. 

 

The event will be held at Community Bank of the Bay - a locally owned and operated bank dedicated to community and green initiatives with its Oakland 1st Fund and  Bay Area Green Fund.  Community Bank of the Bay was the first Oakland bank certified green and focuses on the needs of small and mid-sized local businesses and non-profits.

 

Cathy Curtis is a certified financial planner and owner of Curtis Financial Planning in Oakland - an independent, fee-only financial planning firm dedicated to helping women and their families build a sustainable financial future. 

 

Andrea Hamilton is a financial advisor at Waddell and Reed.  Ms. Hamilton emphasizes socially-responsible financial planning for individuals and small business owners, particularly professional women who are, or would like to be, financially savvy and independent. 

 

* WEN will provide hors d’oeuvres and wine *

Time: 6:00 PM - 8:00 PM

Location: Community Bank of the Bay (1750 Broadway, Oakland - @ 19th Street BART; towards 17th St.)  The parking lot is off 19th between Franklin & Broadway (not the structure which closes at 7PM)

Reminder: Purchase your ticket in advance as this event fills up fast. And don’t forget to bring your business cards!

For more information on Cathy Curtis, Andrea Hamilton, and Community Bank of the Bay please see:

Curtis Financial Planning: http://www.curtisfinancialplanning.com/

 

Waddell & Reed: http://www.waddell.com/

 

Community Bank of the Bay: http://www.communitybankbay.com/

 

*** We strive for all events to be Zero Waste***

 

 WEN uses EventBrite in order to provide a convenient and secure way for our Members to purchase tickets to our events. EventBrite has recently added a $0.99 service charge to each ticket sale. WEN is committed to keeping our events affordable and has chosen to incorporate the service charge in the ticket price rather than raise our usual ticket price of $10.00.

 

When

Wednesday, June 24, 2009 from 6:00 PM - 8:00 PM (PT)

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Where
Community Bank of the Bay
1750 Broadway Street
Oakland CA




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Women's Environmental Network

The Women's Environmental Network's mission is to foster a strong community of women and enhance stewardship of the environment through networking and career development.

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