Women & Money:
A Financial Workshop
Created by a Woman
for Women

REGISTER

You and your Guest are invited to join Private Wealth Advisor Zoe Sexton for a three-week educational series exclusively devoted to the financial needs of women. Zoe will explain – in plain English – the latest financial strategies you can use to take control of your own financial life, and help you assure your security and independence for a lifetime.

Over these 3 weeks, you will learn:

  • Why Holistic Wealth is Women’s Choice for financial health
  • Retirement tax strategies
  • How to maximize your Social Security benefits
  • Considerations for Long-Term Care
  • Strategies for women in transition
  • Tips for leisure, lifestyle & sustainability
  • How to avoid the top concerns women have:
    • Outliving your savings
    • Losing your independence

REGISTER

Now is the time to develop the confidence and knowledge necessary to make the decisions affecting your financial future. Whether you are married, single, widowed, divorced or a life partner, you will benefit from this event!

Please feel free to bring a female guest. Seating is limited, so please confirm your seats today! Nutritious and healthy refreshments will be available.

  • Reservations are required.

  • Seating is limited, and fills quickly.

  • $49 fee for workbook & materials.

  • Call 415-302-2554 for reservations!

This is a terrific opportunity to get a better grasp of financial and retirement planning in a non-threatening, empowering environment.

Expect to have fun and learn some valuable information!

REGISTER

A Word About Your Leader, Zoe Sexton, MBA and Private Wealth Advisor:

Zoe Sexton, Private Wealth Advisor at  The Putney Financial Group, has essential financial advice for women who want to approach their wealth from a balanced, holistic perspective. She brings a fresh voice to the language of investment planning for women.

With over two decades of  financial services and business experience, Zoe is a collaborative partner to high net worth individuals, business owners and families. Teamwork is a key-aspect of Zoe’s practice;working with her clients’ other professional advisors as well as her own network of resources to provide the most advanced and thorough advice.

After earning an MBA from Dominican University with a focus on Strategic Leadership, Zoe developed her Financial Fitness workshops for women at Smith Barney. Over the last 10 years, Zoe has consulted and advised Bay Area startups, other  financial advisors, individuals, institutions and entrepreneurs. She serves her clients in all areas of their  financial lives, acting as the go-to advisor for business, personal and life transitions.

Zoe is a Marin resident, author, speaker and mother to four children. She is a board member at Inanna House, a Foundation for Lyme Disease Treatment, and maintains a membership in the National Association of Professional Women (NAPW). Lic. #0I18895

CONTACT ZOE NOW

Secure Your Spot Now!   

REGISTER

SESSION ONE
$ 49
  • Wednesdays
  • 4 - 6 PM
    April 29th, May 6th, and May 13th
  • Free for Harbor Point Members.
  • Non-Members pay $49* material fee.

Reserve Your Spot Now!

SESSION TWO
$ 49
  • Thursdays
  • 6:30 - 8:30 PM
  • April 30th, May 7th, and May 14th
  • Free for Harbor Point Members.
  • Non-Members pay $49* material fee.

Reserve Your Spot Now!

WHERE TO GO
  •  
  • 475 E. Strawberry Dr.
  • Mill Valley, CA 94941

 


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© 2015 - Zoe Sexton. All Rights Reserved. .