Thursday, July 9, 2020 | 5:00 PM - 6:00 PM

Online Session: Investing & Saving 101

Learn your options and create your personal strategy

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About the event

Gaylord-Hansen’s Women’s Financial Fitness is a FREE series that empowers women by helping them achieve financial stability and homeownership. This series is designed for women at any stage of life. There will be guest speakers and women experts from different industries covering budgeting, credit, investing, the homebuying process, home organization, goal setting, and more!

What to expect

In today's unprecedented economic environment, the topic of investing is daunting. Even in normal times, it's hard to know what you should do with your money to maximize earnings! However, like your health, you should always take care of your finances.

Whether you want to plan for retirement, buy a house, pay for college, prepare for an unexpected life change, or simply grow your wealth, it is important to learn how to invest and save in order to achieve your financial goals.

Join us ONLINE for "Investing & Saving 101: Learn your options and create your personal strategy" with Erin Durkin Voisin, the Director of Financial Planning at EP Wealth Advisors.

We’ll be covering:

  • The basics of investing
  • The differences between investment options
  • Creating your own personal strategy
  • How changes you've made recently may allow you to save more

We are a mortgage team, not financial or investment advisors, but are having an expert discuss this topic at this event.
The discussions in this session are for informational purposes only and should not be relied on for advice. Consult your own advisors before engaging in any transaction.

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About our guest speaker

Erin Durkin Voisin

Director of Financial Planning | EP Wealth Advisors

Erin has over 11 years of experience in the financial services industry. Prior to joining EP Wealth Advisors, Erin worked for Westmount Asset Management as their Director of Financial Planning. She concentrated on developing comprehensive financial planning solutions for their client base. Prior to Westmount, Erin worked for MetLife in San Diego as well as MetLife of Southern California. She served as the Lead Financial Planning Specialist for the firm’s Case Design Unit where she was responsible for working with over 120 financial advisors in creating customized comprehensive financial plans for their clients. Erin earned her BS from the University of San Diego, majoring in Business Administration and Psychology. She also holds a Masters degree in Accounting. She is currently a CFP® certificant and a Certified Divorce Financial Analyst®.

CFP®, MS, CDFA®, ChFC®

(310) 543-4559

evoisin@epwealth.com

www.epwealth.com

Your hosts

Julie Ozanich

Jessica Zaragoza

Register for the event

Date

Thursday, July 9, 2020 | 5:00 PM - 6:00 PM

Location

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