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Women and Investing

September 18 @ 11:30 am - 1:00 pm

Free

Part of Cascade Investment Group’s Financial Education Series

After our summer hiatus, we are back with a very special Women and Investing lunch and learn: “How to Take Control of your Financial Future”, featuring Sarah Garrity, as well as a market update from Gary Sanchez, both of OppenheimerFunds.

It’s a fact, women are controlling more and more wealth.* And the number of wealthy women in the United States is growing twice as fast as the number of wealthy men.† These empowering and educational gatherings help women navigate the markets and boost their financial fitness.

I hope you can join us Monday, September 18 from 11:30 a.m. to 1:00 p.m. at MacKenzie’s Chop House in Colorado Springs.

 

The gathering is free, but registration is required as seating is limited. A complimentary lunch will be served. Feel free to bring a guest. This program will be particularly well-suited for women with little or modest investing experience. RSVP below today!

 

Sarah Garrity
Vice President, Senior Sub-Advisory Consultant
OppenheimerFunds

Sarah Garrity is a Vice President, Sub-Advisory Consultant at OppenheimerFunds, Inc. assigned to the Western Region. With nearly a decade of experience in financial services, she provides insights about the convergence of investments, annuities, technology and sales. Prior to her current role, Sarah served as a Regional Advisory Consultant, both at OppenheimerFunds and Jackson National Asset Management. Before entering the financial services industry Sarah worked as a sales representative in the sports and hospitality industry.

 

* Ellen Rogin, “The Changing Role of Women and Wealth: What Motivates Extremely Affluent Women?”, http://www.horsesmouth.com, (June 1, 2010)
† Geri Stengel, “11 Reasons 2014 Will Be A Breakout Year For Women Entrepreneurs”, http://forbes.com, (January 8, 2014)

 

 

 

Janice M. Weiland

Janice M. Weiland
Executive Vice President, Investments
Cascade Investment Group, Inc.

jweiland@ciginc.net

Jan Weiland is an experienced professional with more than thirty years in financial services. Jan’s practice at Cascade Investment Group is devoted to assisting her clients achieve their financial goals utilizing portfolio management techniques. She works with a team of professionals who provide expertise on tax and estate planning.

(read complete bio)

 

Contact

Scott Rethi

Email

Phone: 719-632-0818

 

 

 

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Details

Date:
September 18
Time:
11:30 am - 1:00 pm
Cost:
Free
Event Category:

Venue

MacKenzie’s Chop House
128 S Tejon Street
Colorado Springs, CO 80903 United States
Phone:
(719) 635-3536
Website:
http://mackenzieschophouse.com/
Tickets are not available as this event has passed.

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