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Brunch & Learn:  Financial Strategies (Part 2)
Brunch & Learn:  Financial Strategies (Part 2)

Thu, May 25

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Bond Park Boathouse - Cary

Brunch & Learn: Financial Strategies (Part 2)

Speakers: -Cheryl Sova, CRPC Financial Advisor for Ameriprise Financial, specializes in Retirement Planning, -Valeria Lopez - Spradlin, CDLP, Loan Officer/Certified Divorce Mortgage Planner -Cecelia Payne , Real Estate Agent at Realty ONE Group Liberty

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Time & Location

May 25, 2023, 10:00 AM – 12:30 PM

Bond Park Boathouse - Cary, 801 High House Rd, Cary, NC 27513, USA

Guests

About the event

In Part 2 of our Financial Strategies for Women: Living Well & Investing for Life,  we will learn more strategies towards smart investment goals.  Get investment tips for retirement planning, real estate investing, and home ownership.

Event Agenda: 

10:00 Cheryl Sova will present Financial Strategies for Smart Investing & Living Well 

11:00 Valeria Lopez will present Mortgages, A Wise Investment 

11:30 Cecelia Payne will present Home Ownership 

12:00 Question & Answer session 

12:30 Brunch, Networking, Swag gift bags, Ending

*stay afterwards to connect & network

Our goal is to introduce you to knowledgeable, certified group members who will guide you through the Financial & Lending process.  There will be No pressure at the end of the presentation to sign with any person or company.

Included when you attend this event:

*Access to the information presented in your packet from Part 1 as well as Part 2 of the series *Interact and ask questions with the certified Finance Advisor, CDLP/mortgage loan officer, & Real Estate Agent presenters (during Question and answer session) *Swag gift bag including promo gifts, business cards, & treats from those attending the event. *Food and drinks immediately following the presentation

-Meet us at the Boathouse in Bond Park in Cary.  Head straight back at the entrance sign to the park that says 801 High House Rd until you deadend into a parking lot.  Beuhler Shelter will be on the left, and the boathouse will be straight ahead.

Guest Speakers Bio:

-Cheryl Sova, CRPC Financial Advisor and Associate Vice President for Ameriprise Financial, specializes in Retirement Planning, Retirement Income, and Executive Compensation/Benefit Strategies.  Cheryl Sova will be presenting Living Well Investing for Life Financial Strategies for Women for our Finance part of our Brunch and Learn. Her extensive knowledge will empower your financial strategies towards reaching your goals.

-Valery Lopez- Spradlin, CDLP, Loan Officer/Certified Divorce Mortgage Planner with Homespire Mortgage, has a background in the legal field, and speaks Spanish.  Valery Lopez-Spradlin will be presenting, Mortgages: A Wise Investment to teach you how to get into real estate investments.

-Cecelia Payne, Real Estate Agent, Military Residential Specialist with Realty ONE Group Liberty.  Cecelia Payne will be presenting Overview of Home Buying Process, Preparing for Home Ownership

Tickets

  • Brunch & Learn Ticket

    This includes brunch and any handouts for the presentation.

    $20.00
    +$0.50 service fee
    Sale ended

Total

$0.00

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