Thursday, November 16th, 10:00 – 11:30 a.m.
at the Silicon Valley Capital Club
50 West San Fernando, San Jose, CA 95113
Check-in & brunch: 10:00 a.m.
Presentation: 10:30 a.m.
Join the women of Plancorp and BrightPlan, two partner Registered Investment Advisor firms, in exploring how our values relate to our financial lives. You’ll walk away with tools to help you prepare for your financial journey and take control of your values story.
• How do I translate my values into my financial plan and decisions?
• What do I need to know to become a (more) savvy investor?
• What questions should I be asking my financial advisor?
• How do I ensure he or she is acting in my best interest?
Guests are always welcome; please include their name(s) on the form to the right. You will not need a ticket, as long as you have registered. We look forward to seeing you there!
For more information on the Plancorp Women’s Initiative, please click here.
Susan Conrad, Director of Retirement Plan Advisors
Susan has more than 25 years’ experience in the pension and retirement space, including 20 years at First Mercantile Trust (now a member of the MassMutual Financial Group). Her tenure at the firm armed her with a thorough understanding of the dollars and cents side of corporate retirement planning and importance of plan design. Read more…
Haleigh Albers, Financial Planning Associate In 2014, Haleigh came to Plancorp directly from graduate school at Southern Illinois University Edwardsville, where she received her MS in Applied Economics and Finance. She brings experience in economic policy, financial markets and Modern Portfolio Theory to her role. Read more…
Stacie Carrabine, Investment & Research Manager
Stacie came to Plancorp in 2011 after working as a financial analyst. She draws on her financial and analytical background every day at Plancorp, working with the investment and operations teams to maintain portfolio balances, make rebalancing recommendations and execute trades. Read more…