- This event has passed.
WICT Southern California: Financial Freedom Series
July 23, 2020 @ 12:00 pm - 1:00 pm PDT
One event on July 23, 2020 at 12:00 pm
One event on July 30, 2020 at 12:00 pm
Even the smallest actions can have a significant impact on your financial situation. Join us for our upcoming Financial Freedom Series, during which three personal and business finance experts will share their best money management advice.
WICT SoCal wants you to know that our team is here to provide quality resources and opportunities to take your finances to the next level, even during these turbulent times.
Bonus: Free for those with an active WICT membership ($5 for the general public).
Get Your Money Back on Track – Thursday, July 16
Judy Elizabeth, the founder of Hear Me Finance, is a money coach who helps women and couples become financially free. She’s passionate about social justice and finding creative ways to build wealth.
A child of Honduran immigrants, Judy grew up in a money-conscious household while her parents struggled to make ends meet. This inspired her to create a platform for financial education and empowerment. She’s helped countless clients pay off debt, build savings and grow their investments.
Thrive Financially in an Economic Downturn – Thursday, July 23
Chloe Elise is a Millennial Money Coach who helps people pay off debt, get ahead on finances and save for future investments.
After her transformative experience paying off $36K in debt over 18 months, she decided to start helping her peers do the same. Chloe’s mission is to make finances fun and easy while proving you can still enjoy “adulting”.
An expert in negotiating, Chloe helps clients gain confidence and optimize their finances. She also helps entrepreneurs make a seamless transition from the corporate world through mastering business resources.
Getting Ahead Financially – Thursday, July 30
Ryan Bristol is a Managing Director and Banker at J.P. Morgan Private Bank. With 19+ years of experience in finance, he provides clients with investment management, tax strategies and more.
Prior to joining J.P. Morgan, Ryan was a VP in the private client practice at Bernstein Global Wealth Management. He counseled clients on complex wealth planning such as multi-generational wealth transfer, philanthropy and diversification strategies. He also served as a Regional VP for Morgan Stanely and Financial Analyst for Goldman Sachs.