Please join TXWSW Austin for wine and
light hors d’oeuvres followed by a panel discussion featuring three local financial advisors.
Margaret, Tasha and Julia will outline financial planning best practices and provide insight on how to navigate both the financial and professional career issues we face as women in the finance industry.
Financial Planning for Women in Finance – A Panel Discussion featuring:
Margaret Huang Casey, CFP®of Durbin Bennett Private Wealth Management
Tasha Rock, CFP®of Per Stirling Capital Management
Julia Lorenz-Olsonof The Art of Finance
Moderated by Kelly Klingaman, CFP®
When: Thursday October 18, 2018
5:30pm – 7:00pm
Where: Dimensional Fund Advisors
6300 Bee Cave Road
Austin, TX 78746
Cost: to Paid Members: $20; Cost to Basic/Free Members and Guests: $30