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Financial Health in the Time of COVID RSVP Form

Sunday, May 16

5:00-6:30 PM

Join us for a panel with several Wellesley alumna professionals in the finance, tax, and estate planning industries to discuss the top things to know about how to build and maintain financial health.

Our goal is to answer your questions and demystify the many facets of financial planning. We are bringing perspectives that include estate planning, taxes, saving and investing, prioritizing financial goals, planning for the unexpected, and the specific risks facing women in retirement.

The panel of Nayana Jha ’99, Bev Luther Quast ’03 and Erika Stein ’94 will be moderated by Jody Strakosch ’79.

The first 60 minutes of the session will offer brief remarks from each panelist followed by a robust Q&A. As with our other events, you are invited to join us for continued Q&A and an informal mix and mingle for 30 minutes.

We encourage you to submit your questions in advance to Alicen Burns Spaulding ’99 at alicenspaulding@gmail.com.

The Zoom link will be sent 24 hours prior to the event.