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The goal of this monthly series is for women to come to a welcoming setting where they hear about relevant topics and ask the questions they have never asked. Take charge of your financial life. Be empowered. No question is a bad question, and we’ll answer in the simplest way we can. No jargon, we promise.
We will have candid conversations that will gravitate between the emotional and the rational side of money. From college planning insights, to how Tax Law Changes can affect your portfolio, to what is a robo-advisor, “Between the head and the heart” will give you a simpler explanation to commonly complicated topics.
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Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253
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