Building Confidence: A Woman-Focused Event Series

5/23/2023 - By Nancy Patton

Over the next couple of months, Saltmarsh Financial Advisors will host a 4-part woman-focused series centered on building confidence and community around the unique financial situations individuals may face in their lives. Each session will focus on the central themes of navigating loss, divorce, caregiving or philanthropic giving.

This event is not exclusive to women, the knowledge shared within this series is valuable to men and they are welcome to attend as well.

Part 3: Aligning Your Money & Values

Thursday, August 3 | 9:00 - 10:30 am (CST) | In-Person @ Saltmarsh's Pensacola Office

Women often feel compelled to share their resources with others and use them to further causes they're passionate about. With this in mind, it's important for women to use their financial plans as a guide for sharing their wealth. We're pleased to offer this discussion about employing your wealth according to your values when it comes to spending, giving and investing.

Registration details for this in-person event in Pensacola, FL will be released soon!

Featured Panelists

Christina Doss, AAMS®, Managing Director, Saltmarsh Financial Advisors, LLC
Sarah Horne, Associate Financial Advisor, Saltmarsh Financial Advisors, LLC (moderator)

Upcoming Building Confidence Sessions

We hope you can join us for the last of the upcoming Building Confidence sessions on navigating divorce. Save the date below for the webinar:

Navigating Divorce (Tuesday, September 26 | 11:00 - 12:00 pm | Webinar): Embarking on a new season of independent life after divorce comes with many changes. Women stepping into this phase may find themselves with questions around the financial, legal, emotional and logistical changes that come after divorce. Our expert panel for this session will explore ideas for making your fresh start a success.

Registration details for the last session will be released soon!

Missed Part 2: Taking Care While Giving Care?

Women comprise 75% of informal caregivers. Whether a parent, spouse, or child needs additional care because of health challenges, becoming a caregiver has a significant impact on your life, including financial, emotional, physical, and logistical challenges. This panel speaks to the transitions women experience as caregivers and offer guidance on caring for themselves while caring for others. The panel features experts in the areas of financial planning, emotional wellness/mental health, physical health, and elder care/assisted living.

Access the recording and download the resources below: