
In this webinar, we are going to learn from the experience of two senior members at Wetherby Asset Management: Kate Morham, a CFA and CFP® with over a decade of experience as a financial advisor, and Ria Wright who has held a pivotal role at the firm for 6 yr. Together these women will explore misjudgments that have led to catastrophic outcomes for investors. As you will learn, not even the rich and famous are immune as Kate and Ria share stories and practical guidance to help you avoid some of the financial and investment pitfalls that can doom your future goals.
This event is free for Invest for Better members and non-members can register via EventBrite here.