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Women in Finance – Case Study Happy Hour

October 1 @ 4:00 pm - 5:00 pm

It’s certainly been a challenging year, to say the least, but we’d love to celebrate our strength and get together for a virtual round table networking session.

This time, drinks and snacks are on US!

Please register here.

What we need from you: Two volunteers to spend 10 minutes each walking us through a Case Study on how you’ve helped a client during this time. Maybe you’re a financial planner and you had a challenging/complex situation come up. How did you solve this for your client? How was solving this for your client different in a virtual setting? What could we learn from what you did? Perhaps you’re an insurance professional and you’d like to share with us how you were able to obtain coverage for a particularly hard to insure customer.

Our plan is to open the floor for each case study for questions, thoughts, and ideas so we can all learn from the awesome woman sitting “next” to us!

If you would like to present, please email your idea to Amanda Piper, amanda@wagenerlee.com, and Amanda Campbell, acampbell@strat-wealth.com, by September 15th.

 

What you’ll need from us: We’ll be putting together “happy hour bags” for all of those who will be attending our “Case Study Happy Hour!” Bags will include: wine, a sweet snack, and a savory snack. Pick-ups will be at Amanda Piper’s office:

Wagener-Lee, LLC
5950 Symphony Woods Road, Suite 412
Columbia, Maryland 21044

Happy Hour Bag Pick Up will be Monday, Tuesday and Wednesday, September 28th – 30th from 2 – 5pm. We will make pick-up as COVID friendly as possible with Social Distancing and Masks! When you register, please be sure to let us know if you want a happy hour bag.

Details

Date:
October 1
Time:
4:00 pm - 5:00 pm