"This morning's conference was great!  It was a wide range of participants on the panels and that was a great way to hear a wide view of options and ideas from the panelists!  Kevin Hancock gets my vote for most open, honest and helpful answers to questions. He was outstanding and his thoughts today were very heartfelt and honest.  Take away the layers of "facade" and discuss the truth of what it's like and how you face the issuers."
- Janet Cole Cross, Career Coach, Cole Cross Connections, LLC


Women in Family Business - Affinity Group

  • April 30, 2014
  • 3:30 PM - 5:30 PM
  • Preti Flaherty, Once City Center, Portland, ME

Registration

  • Registers one member
  • Registers one IFOB member and multiple guests

Registration is closed

Women in Family Business-

Affinity Group

 

 

Women and Money -- Creating our Future!

Presenter:  Pam Mitchell
Hosted by:
Preti Flaherty
One City Center
Portland, ME

COST:  $25 Members and $45 Future Members

Pam Mitchell is a Financial Advisor with HighTower. Her work with clients spans a full range of issues related to wealth management, cash-flow based financial planning, estate and tax considerations, as well as ongoing financial education through the  Seminar Series “Women & Money” and “Straight Talk on Financial Planning”. She is  a widow, a personal investor who came to be an Advisor, and her experience on the other side of the desk colors her perspective. She believes strongly in transparency  and that knowledge is power in a world where we are charged with creating our own sustainable financial futures. Pam’s education includes a Master of Science in Financial Planning (MSFP) with High Distinction from Bentley University and a BA in Economics from Wesleyan University


Gibson Wilkes is as a Managing Director and Partner with HighTower. She provides financial guidance to individuals, including divorcees, widows and pre retirees during and after challenging transitions in their lives. Her expertise includes cash flow based financial planning and portfolio management. Gibson brings 30 years of industry experience to her practice, and, having started in 1983 as an Advisor with Dean Witter sitting in a booth in a Sears store in Independence, Missouri, she has a unique perspective on the world of personal finance and the changing role of women in it. Gibson has a BA from Williams College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst (CDFA®).

 

 

 

 

 

Title Sponsor of Women in Family Business Affinity Group

 

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