NAWBO Chicago - Chicago Connects | NAWBO

NAWBO Chicago - Chicago Connects

Tuesday, February 18, 2020 - 8:30am10:00am
Miller Cooper & co., Ltd.
2 N. Riverside Plaza
Suite 900
Chicago, IL 60606
United States

SMART Women & Wealth
Practical Advice to Help You Meet Your Financial Goals
Presented by Jessica L. Merino CIMA®, CFP®
Financial Advisor & President - Merino Wealth Management






Please join us for an interactive discussion on topics facing female entrepreneurs and business owners such as:

  • Choosing the right retirement plan
  • Tax Planning Strategies
  • Cash Flow Management
  • Investment Strategies

Jessica will start our discussion about setting SMART Goals then move on to three “case studies” of different women and couples to illustrate different financial needs. We will have plenty of time for Q&A during the discussion and at the end of our meeting.


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