Women, Wine & Wealth

What you will learn

Women, Wine & Wealth

Our speakers will share insights on:
📈 Emotional investing & managing market fluctuations
📜 Estate planning strategies to protect your assets
💡 Why investing is especially important for women
Hosted by: Jennifer Jurek, CFP®, CDFA™ (Sgroi Lawley), Judy Wagner (Harris Beach Murtha), and Angelina Smith (Fidelity Investments).
  • Wine tasting courtesy of Colonial Wine & Spirits
  • Light horderves sponsored by Fidelity Investments

 

*Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC and Sgroi Lawley Group LLC, are separate entities from LPL Financial. Sgroi Lawley is located at 965 Union Rd. West Seneca, NY 14224. Judy Wagner from Harris Beach Murtha and Angelina Smith from Fidelity Investments are not affiliated with or endorsed by LPL Financial, Sgroi Wealth Advisory Group, LLC or Sgroi Lawley Group, LLC *Neither LPL Financial nor its registered representatives or employees, provide tax or legal services.

Registration

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Presenting Speakers