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Women's Advisory Council Breakfast 

Kim Bourne dedicates a portion of her practice to providing financial information to professional women, primarily successful female business owners in our NYC community. Each year, we host three breakfast meetings to: 

1. Identify the financial security needs of women and brainstorm how we can help each other address those needs through better information and education,

2. Dialogue around how we can be a more valuable resource and partner with other women in the community, and in that role, help them ensure their financial future as well as enhance their professional lives,

3. And perhaps most importantly, create an opportunity for them to make new connections with other women business leaders that will benefit them and their careers.

You’ll enjoy meeting other successful women in business from the New Your City community who have agreed to serve on the Council. It will be an interesting two hours.Enjoy quality networking and a great breakfast to enjoy!

We all know that exciting opportunities come out of meeting other women in business. 

Social Security: Preparing for Retirement - Oct 20, 2022 @11am EST

Social Security: Preparing for Retirement - Oct 20, 2022 @11am EST

Social Security claiming strategies can be complex. This webinar discusses important claiming considerations for retirement planning and how working with investment and tax professionals may help you put it all in perspective.  Social Security claiming strategies can be complex. This webinar discusses important claiming considerations for retirement planning and how working with investment and tax professionals may help you put it all in perspective. 

Successfully Transferring Wealth to the Next Generation - Dec 8, 2022 @10am EST

Successfully Transferring Wealth to the Next Generation - Dec 8, 2022 @10am EST

Family wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your assets to have. This seminar helps you understand why family wealth transfers can fail, how to avoid mistakes and how open communication between family members may lead to successful transfers of wealth.