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

FREE

Date And Time

Tuesday, January 18, 2022 1:00 PM - 2:00 PM CST

Location

Online Event

Kathy Longo

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.

 

Asset 9

Our non-profit mission, concentration on comprehensive financial planning education for women, unambiguously well-qualified content experts and our beneficial impact set Moneyweave® Academy apart.

Contact Now

Email

info@moneyweave.org

FOLLOW US ON:

DISCLAIMER:The information and materials presented on moneyweave.org including in any webinars are exclusively for informational purposes only and are not intended to and do not constitute financial, investment, legal or other professional advice. Neither Moneyweave® Academy, nor its board, authors, or publishers are offering financial, investment, legal, accounting, tax or other professional advice or services and no professional relationship is formed.

While Moneyweave® Academy has used due diligence in preparing content and assembling the Board Certified Experts and Qualified Experts Directory, we do not make any representations or warranties nor assume any liabilities with respect to its accuracy or completeness. We do not make any guarantee or other promise as to any results that may be obtained from using our content, Board Certified Experts, Qualified Experts, or resources. We disclaim any and all liability in the event any information, material, or content, or advice/recommendations from Board Certified Experts or Qualified Experts prove to be inaccurate, incomplete, or unreliable or result in any investment or other losses. We specifically disclaim any implied warranties of appropriateness for a specified use or purpose. As with any important self-improvement program, please seek the services of a competent, qualified, and ethical financial advisor or other professional about your unique financial situation and plan. Except where indicated and approved, the stories, characters, and entities presented are purely fictional. Any likeness to actual persons, either living or dead, is strictly coincidental.

While we have used due diligence in preparing content, we do not make any representations or warranties nor assume any liabilities with respect to its accuracy or completeness. We do not make any guarantee or other promise as to any results that may be obtained from using our content. We disclaim any and all liability in the event any information, material, or content proves to be inaccurate, incomplete, or unreliable or results in any investment or other losses. We specifically disclaim any implied warranties of appropriateness for a specified use or purpose. As with any important self-improvement program, seek the services of a competent, qualified, and ethical financial advisor or other professional about your unique financial situation and plan. Except where indicated and approved, the stories, characters, and entities presented are purely fictional. Any likeness to actual persons, either living or dead, is strictly coincidental.

Copyright© 2021 Moneyweave® Academy. All rights reserved.

Elements of this site including graphics, text, logos, designs, and arrangement may not be used or reproduced without the written consent of Moneyweave® Academy.

Moneyweave®, the Moneyweave logo™, Weaving Money, Goals, and Values™ and all other related names, logos, and slogans are trademarks and cannot be used or reproduced without our written consent.