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Online Event

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Airs

Airing

Aired

5/6/2021

Live on YouTube

Thursday, May 6, 2021

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Investing & Saving [ONLINE]

Investing & Saving [ONLINE]

Learn your options and create your personal strategy

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About the event

Women's Financial Fitness is a FREE series designed by women for women at any stage of life. Each session focuses on a different topic, and our goal is to empower women by helping them achieve financial stability and homeownership. These events feature guest speakers and women experts from different industries covering budgeting, credit, investing, the homebuying process, home organization, goal setting, and more!

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About this episode

What to expect

This online session of Women's Financial Fitness is "Investing & Saving*: Learn your options and create your personal strategy" and features guest speaker Erin Durkin Voisin, the Director of Financial Planning at EP Wealth Advisors!

We'll be covering:

  • Setting financial goals
  • The Rule of 72
  • Tools to track your progress
  • The basics of investing
  • The differences between investment options
  • How changes you've made recently may allow you to save more
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About the podcast

Gaylord-Hansen's "Nobody Wants a Mortgage" podcast airs live on YouTube.

We answer all of your questions around buying a home, comparing mortgage options, refinancing, the benefits of VA home loans, financing for investors, and much more.

If you’re not quite ready to buy a home but you still want to learn more, we can even answer questions about building credit and taking the right steps to get approved for a home you’ll love.

Subscribe on YouTube to get alerts when we go live!

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Hosted by

Julie Ozanich

Julie Ozanich

479603

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CMA™

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About our guest speaker

About our guest speakers

Erin Durkin Voisin

Director of Financial Planning

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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®

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Note: This session will be held in an online meeting room, where you can join via video chat, computer, or phone. We'll send you the session login information when you register for the event.

 

*loanDepot.com, LLC does not provide legal, investment,accounting, or tax advice. Please consult a licensed attorney, financial planner, CPA, tax professional, or on these ‘tips’ and any information or opinions expressed at this event.

 

This event is for informational purposes only and should not be relied on for advice. The information discussed at this event reflects the viewpoint of the presenter(s). Individuals should consult their own financial representatives before engaging in any transaction.

loanDepot, its subsidiaries, and affiliates have not been authorized, sponsored, or otherwise approved by the above-mentioned companies.

Register for the event

Date & Time

Thursday, May 6, 2021

Location

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