Description
NOTE: EVENT DATE CHANGED FROM JANUARY 29 to FEBRUARY 12, 2025 (Due to two other networking groups scheduling events on the January date).
The beginning of the year is a time to review and set financial goals. We often talk about our goals, but many times, we don't have a real plan in place to reach them. A goal without a plan is just a dream. In this workshop, Lisa will help you envision your future by defining your financial and lifestyle goals. You will create a "prosperity picture" using a vision board activity and take the first steps to turn your vision into reality!
What to bring:
• Your ideas, goals and an open mind.
All event materials will be provided.
Meet the Presenter:
As the founder of Park Avenue Wealth Management, Lisa Krall has 18 years of experience guiding clients in their financial well-being. She assists them in financial planning based on their phase of life so they can get the most from their investments. Her commitment to personal service leads to superior financial growth for her clients, especially in planning for retirement.
To better help her clients solve complex financial problems, Lisa stays apprised of trends in the fast and ever-changing world of finance and seeks out new training and certification. Lisa earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation, among others, and an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership and Professional Advancement. Lisa holds a Bachelor of Science in business administration with a concentration in finance from the University of Pittsburgh.
Lisa is also the founder of the Moxie Women's Network. It began in 2018 as a way for professional women who live or work in Greensburg, Latrobe, Ligonier, and surrounding areas to gather for networking, education, and empowerment.
More about Moxie:
What's a Moxie Woman? Despite her busy schedule, a Moxie Woman is highly motivated and ambitious, with a desire to grow her wealth and financial knowledge. She understands the importance of financial planning and investing for her future, and is willing to dedicate the necessary time and resources to achieve her goals.
A woman with Moxie wants to stay on top of business and financial trends, not just for herself, but for the charities she supports, and the people she cares about.
If you are goal-oriented, and focused on achieving financial success, despite the demands of a busy lifestyle, if you enjoy networking and socializing with women who feel the same way, then YOU are a Moxie Woman!
Note: Registration is a commitment to attend and no refunds will be issued. If you are unable to attend, consider gifting your ticket to another or sending someone in your place.
Date and Time
Wed, Feb 12, 2025
5:30p - 7:30p EST