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NAT (V) - Confident Wealth! Secure Your Financial Future at 50+ (5pm ET) 031825
About this event
Confident Wealth! Secure Your Financial Future at 50+
With Gina Thompson, CPFA
"2025 FORBES Top Women Wealth Advisors, Best in State"
Tuesday, March 18, 2025
5:00pm - 6:15pm Eastern Time
Virtual - Will be Recorded
This program will equip you with clear information and the tools you need to make smart investing and planning decisions.
You will walk away with a process to follow which will help you determine what you want and how you can get there.
Our speakers will cover finding financial clarity, making smart investing choices to protect and grow your wealth, and how to plan for longevity and legacy!
WHEN
Tuesday, March 18, 2025
5:00pm to 6:15pm Eastern Time
FEE
Members: $10
Non-Members: $25
Be sure to log into your account to receive Member pricing
Gina Thompson, CPFA |Senior Vice President – Financial Advisor | Portfolio Manager – Portfolio Focus | Portfolio Director Group
With more than two decades of experience in wealth management, Gina has insight and wisdom that only comes with time and advising clients through varying life phases and market cycles. Working with clients across the country, often with multiple generations, Gina helps her clients make financial decisions that consider all aspects of their lives. Rather than viewing each situation as a series of numbers on a spreadsheet, she takes the time to truly get to know her clients and understand what’s important to them today and throughout their lifetime. To Gina, wealth management is about more than just assets—it’s about people. Taking into account all the pillars of wealth management; investments, retirement, long-term care, insurance and estate and tax planning services, Gina strives to understand each client’s life goals. She does this by collaborating with her clients to deliver coordinated solutions. The bottom line is to help simplify the complexities of investing.
Gina was just named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list in the US!
Stacey Kovach
Stacey began her career at UBS Financial Services, where she was responsible for analyzing client portfolios and creating asset allocation models that were in line with clients’ financial goals and aspirations. In 2014, she decided to pursue a career at Merrill Lynch to work on the liability side and reunited with Gina at RBC Wealth Management in January 2022, where she is responsible for wealth management planning, investment analysis and discussing financial solutions with the team. Stacey’s broad experience allows her to look at each client through their lens and help determine possible solutions for their needs. She is passionate about delivering a customized client experience through relationship-based engagement and an emphasis on clients’ life priorities. Stacey is also a Certified Divorce Financial Analyst®. This allows her to provide specialized financial analysis and guidance to clients going through the challenging process of a divorce.
Videoconference information will be provided in an email once registration is complete.
Registration Info
Registration is required before Tuesday, March 18, 2025 at 3:30 PM
Payment In Full In Advance Only
Cancellation Policy:
If you are a member and cancel your registration before the specified deadline, you will receive a full refund as a credit to your account. You can use the credit to pay for another event or put it toward your annual dues payment. Non-members will receive a refund on their credit card, minus a $4 processing fee.
No refunds are available to members or non-members after the cancellation deadline.