“Why?” is often a young girl’s favorite word. A sense of curiosity is an innate characteristic among women; asking questions energizes us and gives us a sense of connection with others.
The women of Plancorp and BrightPlan invite you to join us for a Conversation Circle where we will get curious about our “value stories.” The purpose is not to talk about spreadsheets or investment strategies, but instead to learn from each other and from ourselves.
Talking about financial topics can be taboo, but our informal “circles” allow for a thoughtful discussion where we can share and gain insights amongst women. We hope you will join us for “The Values Conversation.”
DATE: October 17, 2017
TIMES: 10:00 – 11:30 a.m. OR 2:00 – 3:30 p.m.
(Both circles will be identical in content. Please reference on your RSVP which time slot—or both—work for you.)
PLACE: The De Beer Home
109 Sund Avenue, Los Gatos, CA 95030
Sponsored by the Plancorp Women’s Initiative.
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…