September 14, 2021 1:00 PM - 2:00 PM CDT
Women & The Color of Money
How generational and ethnic differences color financial planning for women. What you need to know and do right now.
Jocelyn Wright, MBA, CFP®, Managing Partner of PF Wealth Management Group, LLC
Event Details
Price
29
Date And Time
September 14, 2021 1:00 PM - 2:00 PM CDT
Location
Online Event
We know generational and ethnic differences color financial planning for women, but we may not fully understand why and how. During this class, we’ll have a candid conversation about where we are currently, what we can do, and what our priorities should be right now, particularly in light of COVID.
Why should I attend the class?
- To identify your top financial priorities and the roadblocks that are preventing you from achieving your goals
- To know how women of different generations view money and how it impacts decision making
- To understand how to find your “financial tribe” for support
- To learn what you need to do to protect yourself now and in future
- You will leave with actionable insights you can use to start setting your financial goals and addressing any issues that may be holding you back.
Learning objectives:
- Identify your top financial priorities
- Know what to look for when searching for a financial professional
- Understand how women of different generations view money and how it impacts decision making
- Know what you need to do to protect yourself now and in future
About our Financial Expert:
Jocelyn D. Wright, a Managing Partner of PF Wealth Management Group, LLC, has over 25 years of financial services experience and has been working with individual clients since 2002. As an advisor, she partners with her clients to design a personalized strategy to help them reach their financial goals.
A strong advocate for creating opportunities for women and people of color in the financial planning profession, Jocelyn has served as Special Adviser on Gender Diversity for the CFP Board Center for Financial Planning. Prior to this role, she was the State Farm Chair and Director of Women and Financial Services at the American College from 2014 to 2018.
Jocelyn serves on the Envestnet Institute on Campus Women in Wealth Management Advisory Board and FPA Philadelphia Tri-State Area Chapter Board. In 2016, InvestmentNews Magazine recognized her as one of the 20 most influential Women to Watch and in 2020 she was nominated for the 1st Annual Association of African American Financial Advisors (AAAA) 50 under 50 program. She is also a frequent guest on Good Day Philadelphia.
She holds the CERTIFIED FINANCIAL PLANNER™ (CFP) and Retirement Income Certified Professional (RICP®) designations. Jocelyn received a BS in Business Administration (Finance) from the University of Delaware and earned her MBA in Finance at Howard University, graduating with Beta Gamma Sigma honors. Some of her memberships include Delta Sigma Theta Sorority, Inc., Financial Planning Association (FPA), Association for African American Financial Advisors (Quad-A) and Women in Insurance & Financial Services (WIFS).
Born and raised in Philadelphia, PA, Jocelyn quite naturally is a huge sports fan. She enjoys traveling the world collecting passport stamps and in 2018, Jocelyn completed the 50 States Challenge where she ran a half-marathon in each state and the District of Columbia.
