Session: Women, Wealth and Well-Being
For many women, wealth is about more than just money. It’s about your life and the things you value most. In essence, how to use your money to make a life. Putting values at the center of your wealth strategy helps ensure that you achieve the financial future you envision. Regardless of where you are in your life journey, there are key steps you can take to help maximize your wealth and well-being. Workshop objectives include:
►Define what “wealth” means to you
►Resolve what may be keeping you financially stuck
►Determine your short and long-term financial goals
►Learn the steps you must take to build your financial foundation and secure your financial future
- ►Define what “wealth” means to you
For 20 years, Pamela has been helping women improve their personal and financial wealth through solid financial life planning. She focuses on helping her clients secure their financial futures so they can sleep well at night.
Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has been quoted in articles in various financial publications.
She has membership in the Million Dollar Roundtable (MDRT). Membership in MDRT is a highly recognized mark of excellence for the most successful in the financial services profession. Pamela holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. She was featured in the Women in Wealth section of Fortune Magazine November 2020 issue as a top Wealth Manager in the Washington DC metro area.