Tuesday, January 18, 2022 1:00 PM - 2:00 PM CST
Women and Investing
What You Need to Know Right Now
Kathy Longo, CFP®, Founder and President of Flourish Wealth Management
Event Details
Price
29
Date And Time
Tuesday, January 18, 2022 1:00 PM - 2:00 PM CST
Location
Online Event
Join us for this class featuring Kathy Longo CFP®, CAP®, CDFA® to increase your investing confidence and know-how.
Studies show that women outperform men when it comes to investing. At the same time, research also reveals women feel less confident about making investment decisions. This class will build your confidence when investing and align your personal with your financial goals.
Join us for Moneyweave® Academy class featuring money expert and Certified Financial Planner®, Kathy Longo CAP®, CDFA®.
Why take this class? To learn:
- The role emotions plan when investing.
- How to focus on what you can control.
- What diversification really means.
- How to simplify and let markets work for you.
- About environmental, social governance investing
- Actions you can take right now to align your values with your investment strategy.
Watch the video now and learn: https://www.youtube.com/watch?v=TvkkuS8lS-c
Create new excitement in investing and alignment with your goals! You won’t want to miss this interactive, informative, and fun learning experience. We look forward to having you join us.
**Please note: If you are not able to attend the live class, you will be sent a copy of the class recording as well as the tools and resources provided by the instructor.
About our Financial Expert:
Kathy Longo is Founder and President of Flourish Wealth Management. She has over 25 years of financial planning expertise and experience. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.
As a leader within her field, Kathy has garnered a vast array of honors and recognitions. Continually dedicated to professional self-improvement, she has earned several industry-leading certifications and stays relevant and innovative through both community involvement projects and her work on a variety of local and national boards. Throughout her career, she maintained a desire to start a company of her own, focused on delivering her expertise to a dedicated group of clients. Flourish Wealth Management embodies the fruition of that dream and builds off a vast foundation of insight and experience.
Kathy has also recently made her debut as an author with the book Flourish Financially: Values, Transitions, and Big Conversations, which encourages a holistic and personalized approach to finance, discussing the fiscal and psychological aspects of big transitions and life events. Kathy prompts readers to reflect on their unique money story and advises on how to start productive conversations about money with those closest to them in order to create a plan that is best for everyone.
Click here to connect with Kathy Longo on Linkedin.
