Join us with Tricia Mulcare, Bridgette Boucha and Meredith Moore
A high energy, interactive roundtable event that will address money management from the unique perspectives of three different presenters.
AIWN roundtables are interactive events where attendees get a chance to get up close and personal with our speakers.
In this remote meeting, you’ll get to join a small group in a breakout room, meeting with each speaker separately for about 20 minutes for an information snack of financial tips and tools.
Our Roundtable Hosts
Enjoy financial tips and takeaways tailored to meet your needs, presented by the following hosts.
Founder / Owner, The Betterment Project
Part woo woo, part woo hoo! Bridgette is a seeker of expansion. She is a CPA, former corporate CFO, who left her traditional career in pursuit of greater impact and fulfillment. She stepped into entrepreneurship with both head and heart wide open in order to change the conversation around money.
Her mission is to help entrepreneurs simplify their money in order to amplify their impact. As founder of The Betterment Project, she enthusiastically coaches, mentors, speaks and facilitates experiences designed to empower you to build a business that doesn’t compete with your goals, but one that helps you REACH them.
Principal, Homrich Berg
Tricia Mulcare joined Homrich Berg in 2003 and is an experienced client service leader at HB who was named to the 2015 U.S. 40 Under 40 list of top financial advisers by InvestmentNews for her service to clients, leadership, and contributions to the industry.
While Tricia works with a wide range of clients, she has a particular passion for working with women (older, single, widowed, and divorced). Tricia enjoys speaking with groups about the lessons she has learned after years of working with women who have navigated a recent transition and find themselves “suddenly single”.
Founder / CEO, Artisan Financial Strategies, LLC
Meredith Moore brings a passion for lifelong learning to her role as Founder and CEO of Artisan Financial Strategies. Clients and colleagues alike appreciate Meredith’s unflagging commitment to empowering others through knowledge, skills and insights that help them meet financial and personal goals. Her boundless drive and curiosity are always evident, whether she’s creating a comprehensive financial plan, working to understand and advance women’s issues or serving as a mentor for other professionals.
As someone who’s not only beaten cancer but kicked its ass, Meredith has a growth mindset and firmly believes that perseverance and a methodical approach allow individuals to achieve any goal. In addition to her client service and community leadership, Meredith is a widely respected writer who brings a unique perspective to every topic.
Her fresh approach and insightful observations combine with 20 years of professional experience to make Meredith a compelling and sought-after speaker who is able to engage large and small groups with varied backgrounds. She has guest lectured at Georgia Tech’s Scheller College of Business, spoken at the Wall Street Journal’s Women in the Workplace and spoken at multiple international gatherings of financial advisor peers, in addition to numerous local and regional events. She is a Leadership Atlanta graduate – Class of 2017. In addition, she is a contributor to Forbes, Medium, Thrive Global and has had multiple articles published in financial advisory magazines around her subject matter expertise of women breadwinners. Her whitepaper around this topic has been mentioned in numerous financial advisory publications, as well.
Important Event Details
This is an online event. In order to attend, you will need to:
1) Follow the “register” link to register on Eventbrite. The event is free, but we need your registration to send you the Zoom meeting link.
2) Once you have registered, you will get access to the “event page” with the link to the meeting. For security purposes, this content will not be visible to you until a couple days before the event. You will receive an email reminder from Eventbrite with the link to this page. In addition, On the day before the event, look out for a Zoom meeting link in your email inbox. For security reasons, we cannot post the link in the public event description. If you don’t see an email, please check your junk or other email filters. We will send the email to whatever address you registered for the event with.
3) Attend! We encourage you to join via computer for best experience, although phones work too. We recommend keeping your video turned on, to better connect with the other attendees.