Ladies - Take Care of Your Retirement
Women's Exchange
Ladies - Take Care of Your Retirement
Ladies - Take Care of Your Retirement
The Personal Financial Wellness program of classes and speakers is designed to help you become a more confident financial services consumer. Each class covers and independent topic so it is appropriate to join any class that interest you.
Qualified financial services experts invited to speak in their area of expertise, will not promote specific products or services.
Qualified financial services experts invited to speak in their area of expertise, will not promote specific products or services.
Facilitator, Nancy Doyle, CFA
Author of Manager Your Financial Life
Author of Manager Your Financial Life
Ms. Doyle brings a straightforward perspective and addresses a broad range of topics in a relatable easy-to-understand fashion.
Her speaking and consulting work offer an independent, objective perspective along with demographic and psychographic insights on focus areas – women, millennials, family wealth topics – as well as life transitions with a financial impact.
Ms. Doyle’s financial services industry expertise is extensive. Roles include advising a high net worth family on investments, asset allocation, and cash management, serving as an equity research analyst covering the asset management, brokerage, and consumer finance sectors, and consulting on investor relations strategies for financial services companies.
She has been a guest on TV, radio, and podcasts and featured in numerous outlets including U.S. News, Reader’s Digest, MarketWatch, The Huffington Post, Morningstar, WGN TV, and the Chicago Tribune.
A graduate of Georgetown University, Ms. Doyle received her MBA from the University Michigan's Ross School of Business, and she holds the Chartered Financial Analyst (CFA) designation.
Her speaking and consulting work offer an independent, objective perspective along with demographic and psychographic insights on focus areas – women, millennials, family wealth topics – as well as life transitions with a financial impact.
Ms. Doyle’s financial services industry expertise is extensive. Roles include advising a high net worth family on investments, asset allocation, and cash management, serving as an equity research analyst covering the asset management, brokerage, and consumer finance sectors, and consulting on investor relations strategies for financial services companies.
She has been a guest on TV, radio, and podcasts and featured in numerous outlets including U.S. News, Reader’s Digest, MarketWatch, The Huffington Post, Morningstar, WGN TV, and the Chicago Tribune.
A graduate of Georgetown University, Ms. Doyle received her MBA from the University Michigan's Ross School of Business, and she holds the Chartered Financial Analyst (CFA) designation.
Ladies - Take Care of Your Retirement
Date and Time
Wednesday Nov 13, 2019
12:00 PM - 1:30 PM CST
Wednesday, November 13
12:00 p.m. - 1:30 p.m.
Includes Lunch
Fees/Admission
$39.00 includes lunch
RSVP - www.womens-exchange.org
Website
Contact Information
Deb Guy 847.441.3406
Send Email