Events for Thriving Business Women
We know the value of connecting and learning with like-minded, like-hearted women. Through our website, you can stay current with so many great personal and business development events happening in your area and virtually. Visit this events page frequently and see what looks like a good match for you.
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The Entrepreneurial Equation and Find Your Freedom Point- Cashing In On Your Business Success!
April 20, 2021 @ 11:00 am - 12:00 pm PDT
Free
During this webinar, Swanellie Paulin will discuss how you can make the most out of your business, and Wendy Roberts will walk you through eight critical factors that determine your Freedom Point for financial independence.
You can join this Zoom webinar by following the directions below and registering.
When: Apr 20, 2021 11:00 AM Pacific Time (US and Canada)
Topic: Freedom Point NorthStar and Edward Jones
Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_YwHVzH7JQeO1Q0dDiTKUvQ
After registering, you will receive a confirmation email containing information about joining the webinar.
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Webinar Speakers
Swanellie Paulin (Financial Advisor @Edward Jones)
Swanellie Paulin is a financial advisor with more than a decade of progressive leadership experience in assisting high net-worth clients. Her motto is “at every stage of your life, your money should serve to maintain your lifestyle and leave behind a legacy.” In addition to being recognized for her acumen, she is passionate about teaching her clients the importance of building wealth, understanding their relationship with money, and closing the wealth gap. Empowered by the knowledge that financial security, or the lack thereof, could determine one’s opportunities and access, Swanellie has devoted herself to educating others on building and protecting their assets. After working at Washington Mutual Bank now part of JP Morgan Chase & Co, she joined Edward Jones Investments as a Financial Advisor in 2008. As a veteran Financial Advisor at Edward Jones, Swanellie also plays an important role in mentoring and training future financial advisors who bring added value to the firm’s business.
Wendy Roberts (CVO and CFO NorthStar Strategic Partners, Inc. @NorthStar Strategic Partners, Inc.)
Wendy is a CPA, start-up CFO and former corporate finance executive. She is the current CVO and CFO for NorthStar Strategic Partners, Inc. She is originally from the Midwest (Hoosier) and enjoys cycling in the Bay Area.