Join Other Women Entrepreneurs for a
Networking & Educational Breakfast
Join us Friday May 3rd
NEW TIME & IN PERSON
Our Speaker is
Swati Sugandh – Retirement Plan Specialist
Swati joined the Retirement Income Planning llc team as retirement plan specialist in August of 2022. She previously worked for an accounting firm as well as a tax consulting firm. Swati intensely listens to clients to better understand their needs. This understanding helps her build comprehensive retirement plans that are customized to clients’ unique circumstances.
Retirement planning involves determining retirement income goals and what's needed to achieve those goals. It is never too late to start retirement planning, it refers to financial strategies of saving, investing, and ultimately distributing money meant to sustain oneself during retirement.
Why a written Retirement Analysis is Important?
1. Closing your eyes isn't going to change anything. Nothing's going to disappear just because you can't see what's going on.
2. Better health due to lower levels of stress.
3. Big picture context will help you make better career and financial decisions.
4. Forced early retirement won’t be so scary.
5. Fulfill your dreams and desires without being a burden to your children.
6. Continue your legacy of charitable giving.
You won't want to miss this talk. Be sure to register today.
THIS EVENT WILL BE IN PERSON at DAISY CAFE'
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Connect with other women entrepreneurs and get a glimpse into the fabulous business of one or our members during the 15 Minute Spotlight.
Have a business related question you'd love feedback on?...share during the Business Advice Discussion segment of the meeting.
* Friendships * Networking * Mentoring *
Want to give a 15 minute Member Spotlight?
Here is the link to reserve your Spotlight date.
WWE Breakfast Meeting Agenda
9:00 AM - Arrive at Daisy Cafe
9:05 AM-9:15am – Welcome, Recognition & Announcements
9:15AM-9:30 am – One-minute member introductions
9:30 AM -9:45am – Speaker
9:45AM-10:00am – Education/Business Question to discuss in breakout rooms
10:00 - 10:30 AM Finish breakfast, continue networking or - Adjourn
Please register online so we can plan accordingly.
Need to cancel your registration?
If you've registered for an event and realize you won't be able to attend, you may be able to cancel your registration, depending on the event settings. Breakfast and Lunch registrations can be cancelled within 1 day of the event. Dinner registrations can be cancelled within 6 days of the event. Cancelling a paid registration will generate a credit in your WWE account. A refund will be issued within 7 days after the event. Go here to cancel.
Non-members are welcome to attend a few WWE events before deciding whether they would like to join.
