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Join us for our Ladies Luncheon!
Roma's Italian Restaurant
1725 E Eldorado Pkwy Suite 200, Little Elm, TX 75068
Guest Speaker: Savannah Letter
Topic: Your Financial Plan
As a Financial Advisor with Edward Jones, I get the opportunity to partner with individuals as they walk through life's major (and minor!) milestones and create a financial strategy that withstands the curveballs of life and propels them into the financial future they envision. As a female business owner and woman who has focused on building a successful career, I am passionate about working with other women and empowering them to make the most of what they have worked so hard for. Some of the areas I focus on with my clients include strategizing for retirement, saving for college of a loved one, and financial analysis/portfolio review. While the nitty gritty numbers are important, what is always at the top of the list is what that money allows them to do and focusing on their finances as a vehicle to invest in the things they care most about.
Co-hosted by:
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Date and Time
Wednesday May 28, 2025
11:30 AM - 1:00 PM CDT
Fees/Admission
$28 Non Chamber Member Lunch
Contact Information
Deidre or Chelsea
Send Email
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