Join us for cocktails and light appetizers followed by a panel discussion. The panel will focus on the fundamentals of financial planning, where women often get stuck, what to tackle first, and how to move forward with greater confidence and clarity!
Speakers Info:
Molly Girard: Molly is a CFP®, CPA, Partner and Financial Advisor at Verismo Financial, focused on advising Big 4 professionals and women who want a clearer, more intentional approach to their finances. She brings clarity to investments, tax strategy, estate planning, and long-term planning so clients can move forward with confidence and control.
Karie Oconnor, CIMA®, CPFA®, AIFA®: Karie is a Wealth and Retirement Plan Advisor with RMR Wealth Builders, working with institutions, their employees, and individual private clients to simplify holistic goals based financial planning. She helps clients cut through complexity, and is passionate about helping clients gain clarity, build confidence, and make more informed financial decisions through straightforward, practical guidance.
Kelly Weiss: Kelly is a long-standing advisor at BCU Risk Advisors, bringing more than a decade of experience serving successful families and affiliated agencies. She focuses on building trusted, long-term client relationships and delivering personalized, relationship-driven insurance solutions with a client-first mindset.
Professional Women's Club of Chicago is a 501(c)6 non-profit organization.
Chicago, IL 60634
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