Her Development - Virtual Workshop on Women and Finance with PlanWell by Baystate Financials *members only
Join us for a Her Development Virtual Workshop on Women and Finance, led by Kira Robinson-Kates - Certified Financial Planner at Baystate Financials.
Men and women often have different perspectives on money, perhaps because women frequently prioritize the needs of others ahead of their own. This workshop will explore the unique financial challenges and opportunities that women face.
This workshop will help you:
Understand how a woman’s perspectives can shape their views about money
Address three primary concerns: Savings, Investing, and Retiring
Think about ways that can help you take more control
This empowering workshop is designed to equip you with the knowledge and tools to prioritize your financial well-being without compromising your responsibilities. Gain valuable insights and take a step towards mastering your financial independence.
*This workshop is ideal for women looking to enhance their financial literacy and take proactive steps toward financial independence.
🎤 About Our Speaker:
Kira Robinson-Kates, a Certified Financial Planner at Baystate Financials, is a Phi Beta Kappa graduate of Johns Hopkins University. Kira is a fourth-generation financial planner as she follows in the footsteps of her father, grandfather, and great-grandfather. Planning is simply in her blood. It is Kira’s passion and attention to detail which have earned her the distinctions of Baystate Financial’s Financial Planner of the Year in 2020 and Five Star Wealth Manager every year since 2017.
Kira regularly gives seminars on financial management and has been invited to speak at a wide range of venues, from local businesses to Fortune 100 companies. She is uniquely positioned to provide financial education to women, and welcomes the opportunity to speak to organizations committed to investing in their employees’ financial wellness.
Kira lives in Needham with her husband and two children and is happiest spending time with her family and friends. She is a member of community service organizations throughout Boston. During her free time, she enjoys coaching her children’s sports teams, playing golf and guitar, anything that involves water, writing short stories, and trying to become a better skier.
💰 About Baystate Financials:
Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management firms in the northeast, with 12 offices in 6 New England States.
Baystate Financial is comprised of a team of over 300 advisors and over 400 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses. Baystate Financial’s strategy is tailored to help fulfill their client’s individual goals, with the understanding that every client’s goals are different.
We look forward to seeing you, virtually! 💻
*This event is for members of Her Workplace only
*All ticket sales are final. Tickets are non-refundable and non-transferable. By purchasing a ticket, you agree to these terms.