As part of NMC’s ongoing desire to provide the mamas of Novato with additional services and information, February 25th saw a small seminar regarding financial planning for the modern woman. Merrill Lynch representatives Hallie Kraus and Eric Caindec put on a very informative and interesting presentation on how women approach financial strategies.
Eight NMCers joined a lively discussion on everything from Social Security to investment strategies, while following along with a power point presentation. As women tend to be responsible for many financial decisions in their family, it’s important to understand that we face many unique challenges when it comes to finances. We tend to take care of our elder family members at the same time as our children, we often stop and start our careers due to our family, and plus, we live longer! Members even filled out Investment Personality Questionnaires to better understand how they should invest and approach finances.
Thank you, Hallie and Eric! And thank you, Janine C., our NMC speaker presentations coordinator. For more information on other speaker presentations, you can email firstname.lastname@example.org. For previous speaker presentations, you can click the link here.