Specializing in financial and tax planning, risk and portfolio management.
Part of Cascade Investment Group’s Financial Education Series
Join us for our next Women & Wealth get-together! I believe education is power. My vision is to create a safe space where women can feel comfortable improving their financial literacy and gaining the confidence to take control of their financial future. These empowering conversations will take place in a casual setting where we can openly share ideas and discuss topics important to us.
Our guest will be Lana Paul of Lighting the Way. Lana will discuss grief and grief recovery in a way that is both inspiring and transformational.
Feel free to bring family and friends. Complimentary hors d’oeuvres and refreshments will be served. Registration is required as seating is limited.
Theresa Brock, AIF®
Vice President, Investments
Theresa Brock has 12 years of experience in the financial industry. She works with individuals, families, nonprofits and businesses on financial planning, college savings, investing, estate planning and business retirement plans. She joined Cascade Investment Group in 2011 and worked in client relations, marketing, and financial planning before becoming Vice President, Investments.
Contact Scott Rethi with Cascade Investment Group, Inc. with any questions:
Email
Phone: 719-632-0818
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