Janney Montgomery Scott (Janney) hosted a dynamic panel discussion on February 15 focused on Financial Planning by Women for Women. This highly popular session attracted over 120 investment professionals who were interested in moving their financial goals to the top of their priority list.
Joslyn Ewart, a founding partner at Entrust Financial LLC moderated the panel of four highly accomplished financial advisors - Sheila Shaffer of Janney, Lynn Erskine of Drexel Morgan Capital Advisers, Jocelyn Wright of the American College and Michelle Tate of Boenning & Scattergood.
In their discussions, the panelists focused on the importance of communication during the planning stage. They explained the value of setting clear investment goals and the benefit of compounding from a consistent investment strategy over the long term. The panelists shared key questions that investors should ask when interviewing future financial advisors. They also provided clear steps that investors should take to get the most out of their financial advisor relationship. Finally, attendees learned about the differences between financial advice and financial planning.
Suggested reading, financial advisor panelist contacts, and handout resources are available on the WIN web site.
To close the session, all WIN members received a copy of Joslyn Ewart's book: Balancing Act: Wealth Management Straight Talk for Women. The book proceeds overall were directed by Entrust Financial to a Temple University scholarship fund for students with financial need.
WIN commemorated the evening by contributing the event proceeds to Janney's designated charity, Girls Who Invest. To highlight WIN's annual Bring a Friend event, Bridget Gossner of Janney received a complimentary membership to the WIN organization for 2018.
WIN hopes to see you as a member at future events planned for 2018!
If you are still reviewing WIN membership, please join today and engage with a dynamic and collaborative network of women in finance and investments.
Learn more here.