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DTSTAMP:20221205T144242Z
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SUMMARY:Strategies for personal financial planning
DESCRIPTION:In today’s unpredictable world\, what should we be thinking about in terms of our personal financial planning? You may simply feel the impulse to get greater clarity\, establish control and define the trajectory of your financial life or you may be looking for strategies to protect yourself in these uncertain times. Helen Dietz\, certified financial planner and partner at Aspirant Wealth Management\, will give us some strategies to survive as well as what we should be considering during life stages and changes. \nAs the Managing Director of Total Wealth Management West Coast and a Principal at Aspiriant\, Helen provides practical financial planning advice\, guidance\, and investment management to entrepreneurs\, executives\, and start-up businesses. Outside of Aspiriant\, she is professionally and personally dedicated to women’s education and leadership. Helen mentors with The Idea Village\, a New Orleans-based community of entrepreneurs and those who believe in them\, and currently serves on the board of directors for Notre Dame High School in San Jose\, California; she’s also served on the school’s Finance and Investment and Strategic Planning Committee.
URL:https://www.thursdaymorning.org/event/helendietz/
CATEGORIES:2022,Speakers
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