WAI at Work: Financial Workshop for Young Women

WAI at Work: Financial Workshop for Young Women

Beacon Pointe’s Women’s Advisory Institute

Financial Workshop for Young Women
Event Theme 2

Senior Wealth Advisor Karen Sarten, CFP®, Senior Financial Planner Kelly MacRae, CFP®, and VP, Head of Marketing Alli Hillgren of Beacon Pointe’s Women’s Advisory Institute recently hosted a financial workshop for a National Charity League chapter of junior and senior high school girls.  The educational workshop was hosted at Beacon Pointe Headquarters in Newport Beach, CA and covered general rules of spending, saving and investing, college and student loans, and career and professional opportunities, among other personal finance topics.

NCL event in conference room