Women and Wealth
Join us for an evening of connection, conversation, and meaningful financial insights designed to help you feel more confident about your financial future.
Whether you're building your financial foundation, planning for retirement, or thinking about your long-term goals, this event offers an approachable opportunity to learn, connect, and explore strategies for making informed financial decisions.
Featured Topic: Women and Wealth
Women can face unique financial considerations throughout their lives, from balancing competing financial priorities to planning for retirement and preparing for the future.
During this presentation, we'll take a high-level look at some of the key financial topics that can help you better understand where you are today and where you want to go next.
Event Details
Date: Tuesday, September 29
Time: 5:00 PM - 6:30 PM
Location: Ellafi Federal Credit Union Main Office - 524 South Main Street, Middletown, CT 06457
Enjoy appetizers, refreshments, and meaningful networking with local professionals from across our community.
We'll Explore:
- Understanding your money mindset
- Creating a spending plan
- Estimating retirement expenses
The conversation will stay at a 50,000-foot view, focusing on practical concepts and considerations without getting too far into the weeds.
Take the Conversation Home
Each attendee will receive a Women & Wealth workbook to follow along with the presentation and use as a resource after the event.
The workbook is designed to help you reflect on the topics discussed and consider how they may apply to your own financial goals.
Featured Guest Speaker
Kirsten Tate
Financial Advisor, from Constellation Capital Advisory Group at RBC Wealth Management
Kirsten Tate first entered the financial services industry in the late 1990s and has spent more than two decades building her experience across a variety of roles within the industry.
After working alongside Paul and his clientele for many years, Kirsten decided to pursue a career as a financial advisor. She completed the financial advisor training program as well as the rigorous coursework required to earn her Chartered Financial Consultant® designation.
Today, Kirsten serves as a business partner with Paul, helping design and implement strategies to support clients in achieving their financial goals. She is especially passionate about communication and building enduring, long-term relationships with clients across the country.
Outside of work, Kirsten enjoys playing golf, walking, and spending time with her family.
RSVP Today! Space is Limited
Registration is required, and space is limited. Reserve your spot today and join us for an evening focused on financial confidence, connection, and planning for your future.
Know someone who would enjoy this event? Guests are welcome, but each attendee must register individually to reserve their spot.
About Constellation Capital Advisory Group
Constellation Capital Advisory Group takes a personalized approach to wealth management, focusing on customized financial plans and strategies designed around each client's needs, goals, and objectives. Their approach emphasizes long-term relationships and helping clients stay focused on their financial goals through ongoing planning and strategy reviews.
This event is designed to support and celebrate women in business while welcoming all professionals interested in networking and learning.