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JoinApril 4th 2022 2:00 pm (EDT)
Covey Roundtable: 5 Unexpected Financial Potholes Women Over 50 Need to Avoid
Many very accomplished, smart women are finding themselves in horrible financial situations late in life. One woman we know had her husband die unexpectedly and found out he hadn’t put her on all the brokerage accounts. Speakers will include: Claudia Mott, the principal of Epona Financial Solutions, a Certified Financial Planner and Certified Divorce Financial Analyst. Kelley Holland, CFA, a financial wellness expert who helps women transform their relationship to money and achieve financial wellness through individual coaching, workshops, and keynote presentations. Stephanie McCullough, founder of Sofia Financial and co-host of the Take Back Retirement podcast.
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On The Panel
Claudia Mott
Claudia Mott, the principal of Epona Financial Solutions is a Certified Financial Planner and Certified Divorce Financial Analyst. She provides financial planning, divorce analysis and investment management services to clients on a fee-only basis.
Kelley Holland
Kelley Holland, CFA, is a financial wellness expert who helps women transform their relationship to money and achieve financial wellness through individual coaching, workshops, and keynote presentations. She spent two decades as an award-winning business and personal finance journalist with The New York Times, Business Week and CNBC. She is the author of You Are Worthy: Change Your Money Mindset, Build Your Wealth, & Fund Your Future, which will be published in September 2022.
Stephanie McCullough
Stephanie McCullough is founder of Sofia Financial and co-host of the Take Back Retirement podcast. One of Investopedia's 100 Top Financial Advisors of 2021, Stephanie and her team provide non-judgmental, holistic financial planning & investment management for professional women, and are devoted to helping their clients build confidence, resilience and joy in their lives.
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*This is a virtual event over the Zoom Network. Once you sign up or purchase a ticket using the button above, you will be registered for the event and sent the links.
Many very accomplished, smart women are finding themselves in horrible financial situations late in life. One woman we know had her husband die unexpectedly and found out he hadn’t put her on all the brokerage accounts. Speakers will include: Claudia Mott, the principal of Epona Financial Solutions, a Certified Financial Planner and Certified Divorce Financial Analyst. Kelley Holland, CFA, a financial wellness expert who helps women transform their relationship to money and achieve financial wellness through individual coaching, workshops, and keynote presentations. Stephanie McCullough, founder of Sofia Financial and co-host of the Take Back Retirement podcast.
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