All Events
Loading Events

Events for October 20, 2020

Events Search and Views Navigation

Event Views Navigation

7:00 pm

Roundtable: Making Your Money Work for You

October 20 @ 7:00 pm - 8:30 pm

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. Bridgette Boucha 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.   Tricia Mulcare 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...

Read More

Find out more »
+ Export Events